We run the technology behind your advice, so you can run the practice.
Six services, one job: advice produced faster, at lower cost and lower risk, without re-platforming or hiring your way out of the problem. Pick the one that fits, or let a Health Check tell you which.
Six services. Every one earns its keep.
We don’t sell XPLAN hours. Each service exists because practices kept asking for the same outcome. Already know what you need? Go straight to XPLAN Support, XPLAN Help, XPLAN Training, XPLAN Implementation or Workflow Optimisation.
Blueprint Hosted
A full-featured XPLAN site set up and maintained by us, nothing to build, no one to hire.
Read more ↓ Your site, our frameworkBlueprint Managed
Our advice suite deployed into your own XPLAN site and tailored to your practice.
Read more ↓ Customise & optimiseXPLAN Consulting
More value from the licence you already pay for, by people who live in XPLAN.
Read more ↓ Outsourced adminBlueprint Back Office
XPLAN site administration, brokerage processing, data feeds, and data cleansing, off your desk.
Read more ↓ Outsourced productionParaplanning
SOAs and ROAs produced by a dedicated paraplanning team, so your advisers stay with clients.
Read more ↓ Built for your taskPractice Automation
A small, purpose-built tool for the one task your team still does by hand, AI or not.
Read more ↓Advice ready on day one. Just log in.
A full-featured XPLAN site we set up, configure, maintain and administer. The advice ecosystem without the build, the hiring or the technology risk.
Newly self-licensed and need a stack that works this month, not next year? Established, but tired of running a site? Hosted is the plug-in option: documents, fact finders, report and agreement templates ready to go, supported by our analysts and developers.
Your XPLAN site. Our proven framework.
The Blueprint advice suite, deployed into the XPLAN site you already own and tailored to the way you give advice. You keep full control of the site and the narrative; we bring the templates, the content library and the people who built it.
Templates, fact finders, reviews, reports and configurations, customised to your specialty and brand. Single or multi-brand, from one core content source, so every brand keeps its identity without multiplying the maintenance.
Get more from the licence you already pay for.
Customisation and optimisation by one of Australia’s most experienced XPLAN teams. We treat XPLAN work as a business-improvement program, not a technical exercise.
Every engagement starts with clarity: how your advice process works today, where the friction sits, and what better looks like. Then we design solutions that are practical, scalable and easy for your team to adopt, and maintainable by you afterwards, or periodically by us.
The admin that scales with headcount, off your desk.
XPLAN site administration, brokerage processing, data feeds and data cleansing, handled by a team that does it for many practices. Get the hours back and get back to advice.
Reporting and reconciling revenue is a full-time job for the inexperienced. We process, reconcile and report for a fraction of the in-house cost, across PayLogic (Morningstar), CommPay, Revex and Fin365. And because advice is only as good as the data behind it, we keep your feeds healthy and your client records clean.
SOAs and ROAs produced without the backlog.
A dedicated paraplanning team producing Statements of Advice, Records of Advice and the research behind them, either in your own XPLAN site or on our Blueprint-managed site. Your advisers see clients; we see the backlog disappear.
On your own templates, what comes back reads like your practice wrote it. If you don’t have your own framework, we produce it on Blueprint instead, built on templates already proven across many practices. Turnaround is measured in days, and every SOA goes through review before it reaches you.
The one task everyone does by hand. We build the fix.
Every practice has one: a reconciliation, a report rebuilt by hand, a check someone still runs manually because nothing talks to anything else. We build and hand over a small, purpose-built tool for exactly that task, and it’s yours.
Sometimes that’s a script that reconciles two systems overnight. Sometimes it’s an AI-assisted first pass on something that used to take an afternoon of manual review. We scope it against the actual task, not a trend: AI when it earns its place, plain automation when that’s all it needs.
Which service is right for you?
Don’t guess. Ask.
Thirty minutes with a senior consultant. We’ll look at how you produce advice today and tell you plainly which of these, if any, we’d recommend.