1300 664 665

Services

Why choose Specialist PMC?

Over the years we have partnered with close to 100 financial advisers and licensees in Australia, ranging from small practices to some of the biggest names in the country. Because of our close relationship with Iress, we’ve been able to develop solutions that help you to work smarter, not harder. That means you get more out of your Xplan solution, saving you time and money!

Xplan Customisation

  • Custom Wizards
  • Coding
  • Advice Document creation
  • Thread and Case customisation
  • Reporting Solutions

Administration Support

  • Data Entry to Xplan
  • Datafeed Administration and support
  • CommPay Administration and support
  • Outsourcing CSM tasks

Training

  • Bespoke Training on Processes, Efficiency, Modules (best practice), How-To

Site Administration

  • Site Configuration
  • Maintain Site Integrity
  • Conversion Assistance
  • Xplan Integrations

Licensee Support

  • Help Desk Support
  • Ongoing Site Management
  • User Management
  • Conversion Assistance
  • Coding and Wizard Development
  • Site Analysis (Health Check) including Full Site, Datafeed Only and CommPay
XPlan Customisation
Process and Efficiency Consulting

Offers specific and tailored solutions

We pride ourselves on offering not just a generic solution but a specific, tailored solution that suits your Financial Planning Practice. We will work with your business, side by side, to ensure a smooth customisation roll out that acknowledges the importance of your advice process.
Site Administration

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.