1300 664 665

Blog

Keeping Up With EOFY Client Communications

Keeping Up With EOFY Client Communications

The time of year is approaching when a lot is happening on the Financial Planning calendar. Not only is the End of Financial Year creeping up, but the Reserve Bank's recent rate rise is a hot topic of conversation between advisers and clients alike. Communicating with...

How Xplan Can Help Keep You Connected

How Xplan Can Help Keep You Connected

Operating your Financial Planning business throughout a global pandemic certainly brought its challenges flowing through your office door. Unfortunately, the foot traffic of clients through your door probably halted at the same time. While many businesses are back...

Uncovering the Benefits of Xplan Coding

Uncovering the Benefits of Xplan Coding

If you're a whizz at advice but are struggling when it comes to customising your Xmerge functionality, then coding may seem like a completely foreign topic. At Specialist PMC, we speak your language and can help you achieve the process enhancements you need through...

Use Your Financial Planning Software to Become a Paperless Office

Use Your Financial Planning Software to Become a Paperless Office

Use Your Financial Planning Software to Become a Paperless Office The financial planning environment is rapidly changing, with financial advisors needing to demonstrate agility at every corner to keep up with regulatory requirements and the evolving client...

The 4 Most Common Xplan Mistakes (and How to Fix Them!)

The 4 Most Common Xplan Mistakes (and How to Fix Them!)

Xplan software boasts unrivalled capabilities for streamlining and effectively managing the ever complex financial planning world. Yet, often advisers are left alienated by Xplan errors or issues, without understanding where they're going wrong. At Specialist PMC, we...

Improve Your Customer Service With Xplan

Improve Your Customer Service With Xplan

Customer service is an essential element of any business, but it is hugely important in a service-based profession like financial advice. If you have wondered if you could do more to improve your customer service satisfaction, we have the answer! Improving these Xplan...

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...

Actionable Steps to Optimise Xplan

Actionable Steps to Optimise Xplan

Optimisation is defined as making changes to get the most effective use out of a resource. In this case, the resource is Xplan and we outline some helpful ways on how to get the most out of your financial advice software. By optimising your Xplan, you get a smoother...

Top 5 Questions about Xplan

Top 5 Questions about Xplan

Xplan has the potential to increase efficiency in all areas of your financial advisory business, and ultimately improve your bottom line. But more often than not, when people use such a sophisticated, comprehensive program, it’s very easy to overlook many of the...

How to perform a client data audit in Xplan

How to perform a client data audit in Xplan

If your database isn't being kept up to date consistently across your clients, this will have an impact on your reports, the accuracy of your modelling, use of modules and generation of your Advice Documents. Here are five areas you need to be checking when completing...

5 Datafeed Tips for Xplan Users

5 Datafeed Tips for Xplan Users

If you are using Datafeeds in Xplan keep reading for 5 helpful tips on Datafeeds from the team at Specialist PMC! 1. Set Adviser mapping to Automap, but not to Auto-create Clients. When setting up your Adviser mapping, we recommend selecting the option to automap to...

Specialist PMC: The Xplan Specialists

Specialist PMC: The Xplan Specialists

Founded in 2011, Specialist PMC has successfully improved the business efficiency of close to a hundred Financial Advisers and Dealer Groups across Australia by helping them effectively understand and remedy the complexities that can arise from the Xplan platform. Who...

Managing your essential business activities

Managing your essential business activities

It's an understatement to say that this has been a challenging year! No matter where you are working from whether it's the couch or your home office, there hasn't been a time where online access, team collaboration and robust business processes have been of greater...