For Financial Planners the XPLAN system is a powerful tool helping advisers reduce their administration stress and allow them to run their businesses more efficiently. 

Time involved in administering an effective XPLAN system and maintaining useful and up to date templates can overlap with your client contact time.  Don’t let administration frustration control your business.

Specialist PMC is a business that answers your Xplan and administration needs.  We can offer a wide range of business support to Financial Planners to ease the paperwork overload and let you get on with driving your business.

Specialist PMC are able to:

·         Allow you to concentrate on client service and leave the system issues to us.

·         Give you prompt service with quick turn around on projects.

·         Give you access to Xplan trained consultants with an extensive understanding of Financial Planning requirements.

·         Customise templates, ongoing site administration, data feed management and testing of new upgrades – plus so much more.

·         Provide assistance in creating a business that works smarter not harder by developing a relationship that can identify areas that could be streamlined to increase productivity.

Specialist PMC is an affordable way to improve your small financial planning business or large Dealer Group Xplan requirements.  The team at Specialist PMC are approachable for any Xplan requirements. WE are here to help you Build Better Business by providing you with a reliable, compliant, cost efficient service. Leave the administration frustration behind.

Book a Phone Meeting today by clicking on the tab www.specialistpmc.com.au or email This email address is being protected from spambots. You need JavaScript enabled to view it.