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Consulting, Support and Customisation of Xplan

We provide personalised Xplan solutions to Financial Advisers and Dealer Groups who are looking to improve their current processes and documents and utilise the software to its fullest.

Xplan Customisation

We can customise your Xplan solution to your requirements. We’ll work with you to create a solution that is completely tailored to your brand, your users, and your needs. Our customisation support can include coding and wizard development, workflow processes building and configuration of your CRM.

Training & Consulting

We offer training and consulting in process efficiency and best practice, as well as solutions for how to utilise the Xplan system to its fullest – giving you the tools and techniques you need to manage your business processes and compliance obligations all on the Xplan system.

Site Admin & Licensee Support

Specialist PMC ensures the ongoing operations of your Xplan site, including the management of site configuration, user management, help desk support and conversion assistance in addition to ongoing enhancements and customisation of your site. With our team of experts, we will handle all the nitty-gritty details so you can focus on your clients.

Administration Support

Our team can assist you with performing outsourced administration and support for all of your back office needs. This includes data entry, data feed administration, CommPay support and other administration tasks.

Xplan Customization
About Specialist PMC

Who are the team behind Specialist PMC

Specialist PMC is a company specialising in providing support and assistance to Dealer Groups and individual Financial Planning practices Australia-wide.

Our latest blogs

DDO and Xplan – What you need to know

DDO and Xplan – What you need to know

From 5 October 2021, new legislative requirements under Design and Distribution Obligations (DDO) have been in force. These obligations are set out in RG 274 and have been introduced to chapter 7 of the Corporations Act. What is DDO? The Design and Distribution...

Why your financial advisory business should be using Xplan

Why your financial advisory business should be using Xplan

Choosing the right Financial Planning CRM and software for your practice can be a daunting and confusing decision to make. With so much information out there and so many rumours spread through the adviser grapevine, you may be wondering where to start. We are happy to...

The Best Financial Advisers Are Using a Digital Advice Model

The Best Financial Advisers Are Using a Digital Advice Model

The digital age is upon us, and it’s not going away any time soon! If you’re running a financial planning practice and not using a digital advice model, read on to learn how you could significantly improve your business’s compliance, efficiency, and client...

Testimonials

What our partners say

Synchron

The services provided by the team at Specialist PMC and Julie Tasker specifically have been invaluable to our Advisers and to Synchron Compliance. Time and time again they have shown their expertise and professionalism in their dealings with our Advisers, not only to help them with day to day tasks but to also rise above and anticipate industry requirements. All tasks are completed in a timely manner, with little prompting and to a high level of satisfaction with very little disadvantage to the Adviser.

Adrians Private Wealth

Angela and the team at Specialist PMC provided valuable support in helping our business transfer to our own Xplan site. Their support simplified the process and minimised the disruption to our business. They were always approachable and helpful with all queries.

Ottavo Financial Group

I am very thankful our group made the decision to engage Angela and her team at Specialist PMC. It ensured our business processes could become efficient and we could truly understand our CRM. We have decided to keep Specialist PMC as part of the business for the long term through education, data cleansing and understanding our client process engagement.

RSM Financial Services Australia

RSM Financial Services Australia has been working with Specialist PMC for just over 6 months. Although this is a short period it is amazing how much we have done in this time. Specialist PMC took the time to understand our customised Xplan platform by auditing our system and providing feedback on areas of improvement. From there Specialist PMC has assisted RSM in bringing our Xplan platform to the next level, from understanding Xplan licencing requirements which have helped RSM reduce costs to creating brand new review reports and business reporting functions. Specialist PMC has now become an integral business partner for RSM in our continual strive to improve the level of advice we provide our clients.

Russell Mann

Julie was referred to us by a colleague within our industry as we were having difficulty in finding someone that had the expertise to provide systems administration solutions as well as deliver on what they said they could do. From the initial interview Julie has demonstrated a strong understanding in her field of expertise, provided effective and efficient solutions to our administrations needs and, above all, delivered on what she said she would provide. Julie is a very proactive, personal and able to blend in well with our staff in educating them in their role in engaging with the system interactive processes and effective use of the administrations systems. I have no hesitation in recommending Julie and her company to those in need of administrative and events management solutions and assistance.

Summerhill Financial Services

As a Financial Adviser, I want my clients to be able to spend time doing what they enjoy. By using the services of Specialist PMC, both my administration team and I are able to spend more time with clients and less on administrative tasks. The Team at Specialist PMC are able to assist me in utilising Xplan to its full potential. The Specialist PMC team is reliable, responsive and will work within my budget. One thing I like is that they are flexible and will operate around my business needs - not theirs. I know how rare that quality is in business today. I find the experience of this engaging partnership more than satisfactory and their knowledge of XPLAN and financial advice needs is outstanding. I would recommend Specialist PMC to any business that uses the XPLAN system.

Horizon Wealth Management

We have been working with Karen and the team since 2015. Karen has understood our business requirements and has assisted our key internal trainer to communicate all new features, wizards and reports to the wider financial planning team. Karen is easy to work with, proactive and has added enormous value to our business to date. Our key xplan super user has enjoyed working with Karen and her colleagues at Specialist PMC and has gained extensive knowledge from them. I would recommend Specialist PMC to any financial planning business using XPLAN.

customized xplan platform

Get in touch and book a phone meeting

We welcome you to contact us via email or phone to discuss how we can assist you further.

Our Clients

These are only some of our current and previous clients. Contact us today to see how we can help your business too!

Synchron
Hunter Green
Horizon Wealth
RSM
Adrians
WLM Financial Services
Ottavo Financial Group
Bussq
Sterling Advice
Collins Mann
Summerhill
Mammoth Financial
P3 Financial Planning
Bendigo Bank
Horsey Jameson Bird
Madison Financial Group
Personal Risk Professionals
Lighthouse Advisers
Colonial First State