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What we can do for Your Business

Solutions for Finance Professionals

In all areas of business, professionals want and deserve to focus on what they do best. In the finance arena, that means concentrating on providing clients with your expert service, whilst building and expanding your business. It does not mean spending your time learning and configuring the software that you use. The software is supposed to make your day-to-day more efficient, but instead is too complicated and time-consuming to set up.

Our team have spent over 7 years working behind the scenes, on the development of the software that you use. Seeing the updates, and the legislation changes. We know the business. We know the issues that
Advisers and other Business Professionals experience with software and what the frequently asked questions are. After seeing the dificulties that clients have, the configuration difficulties encountered and the lack of support out there, we knew we could help.

At Tame Your Business we’re passionate about getting your technology working for you rather than you working for it.  

 

Not Just Xplan

As our background is System Solutions, we can also assist any business with IT solutions and business management advice. We are available to work with you in your offices, or we can do all the consulting required to tailor your solutions remotely, whatever works for you.

 

Tame Your Business is an IT and Business consultancy, specialising in configuration, support, and training for the XPLAN financial planning software platform. We provide customised advice workflow, automated client-suitable communications (email and SMS), automated reminders for ongoing events such as reviews and FDS send-outs, automated tracking of ongoing service package provisioning, and much more

 

Basically, you tell us how you want your XPLAN site to work, and we make it work that way, quickly, and without you needing to surmount the significant XPLAN learning curve.

copyright TYB 2024

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