Xplan Number 1

Are you using the most comprehensive financial planning tool on the market?

Xplan is used by more than 50% of Australian Financial Planners.

 “The financial planning software market has completely morphed over the past decade,” said Investment Trends senior analyst Recep Peker. “Where VisiPlan used to dominate, and Microsoft Excel was used to plug the gaps, Xplan is now the main planning tool for half of Australian planners.” 

Any new software may seem daunting at first glance but the staff at Specialist PMC can help you around any difficulties.  They can help you set up your system your way.  Turn it into a tool that can let financial advisors spend more time with clients and less time and money on administration. 

Don’t forget that Xplan is a fabulous tool for your administration staff.  They can use it to quickly create invoices,keep track of staff workloads, task the progress of new staff members and manage marketing campaigns for your next social function or seminar. These are but a few of the additional business management tools Xplan has to offer.

So Xplan has Client & Business Management covered.  This is why other software has not been able to keep up with the Xplan explosion.

If you would like us to take care of your upgrade from older less developed software to Xplan or create a system that is easy to use and specific for your office use please contact Specialist PMC to look after you all the way. Better business is just a click away contact This email address is being protected from spambots. You need JavaScript enabled to view it. or check out our website at www.specialistpmc.com.au to get user tips and the latest Xplan news.