We are often asked what are some key areas of Xplan that you find all businesses implement and didn’t realise Xplan can do, however that is not an easy question to answer as Xplan has various customisation options and every practice runs just a little bit differently. It is just like not everyone uses the same apps on their Smart Phone. And you all don’t use XPLANtouch, Social Media to engage with clients or Dropbox to store your client files.

There is one common agreement though, and that is that ‘you don’t know what you don’t know’ and the incorporation of Xplan into your business is only as good as your staffs’ Xplan knowledge. As a Financial Planning practice, your common goal is to spend time on the area that matters most, your clients, and not waste time on the areas you are not skilled in. Just like we might outsource to an Accountant, IT Specialist or Lawyer, outsourcing your Xplan Site Administration and Customisation to a specialist team can resolve daily issues that may be taking up your time unnecessarily.

 
The team at Specialist PMC all come from a Financial Planning or Business management background and can provide advice on how Xplan can best suit your business, not just customising as per your request. If there is a more efficient way, we will let you know.

Any questions regarding the customisation of Xplan to suit your business requirements please contact us at www.specialistpmc.com.au or use our "Book a Phone Meeting" tab and you can be on your way to building a better business.