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Financial Planning Australia - Support & XPLAN Training

XPLAN, are you using this program to its full capacity?

We can show you how to use these with maximum efficiency, customised to your business processes!

Are there administrative tasks that your staff can't find enough hours in the day to complete?

Outsourcing with Specialist PMC can help your staff get back on track!

How Specialist PMC supports your Financial Planning Practices

  • Provide transition assistance for your new advisers onto the XPLAN platform.
  • Help maintain site data integrity
  • Provide XPLAN training for advisers nationwide including rural areas.
  • Customised Thread Management
  • Customised Advice Document Management and Coding
  • Coding of Customised SoA documents.
  • Monitoring site data feeds and accuracy
  • Data Entry, development of your client service offering, categorising of clients and setting up of your review schedule for your clients
  • Template development (task template, file note template, email template development)
  • ROA, SoA, Reverse Fact Find template development to suit your personalised advice processes
  • Administration Assistance (Outsourcing Client Service Manager Assistance)

Please contact us to discuss how Specialist PMC can help automate your business processes and customise your XPLAN program to suit your advice.

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