Partnering with this dealer group since 2012, Specialist PMC have supported them through their fast growth to becoming a top 3 licensee in...
When this business were looking for an outsourced provider to support them with their Xplan improvement project they approached Specialist PMC to see...
Our client wanted to move from their Licensee multi-site and move to a brand-new custom Xplan site. Specialist PMC supported this business through...
Working with this Financial Planning firm for a number of years, they were looking for some support on the ongoing management and upkeep...
These are only some of our current and previous clients. Contact us today and see how we can help your business too!
What our partners say
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.
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.
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 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.
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.