Tame Your Business
Software and System Solutions for Finance Professionals
XPLAN Optimisation - What we can do for you?
Customised Advice Workflow
Combines Tasks, Threads, and Templates to deliver clear and efficient workflow for the individual and the business.
Automated Reminders and Client Correspondence
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.
Client Access Options and Benefits
The online access portal allows clients and advisers to remotely view and manage data and investments. White label branding lets you seamlessly integrate the portal into your business website.
Automated Tracking of Reviews and Service Benchmarks
Dont miss any step in the review process with our automated threads. Reminds, tracks, and generates all requirements for your reviews.
Set up Service Benchmark standards as per your business models and provide automated tracking of these outcomes. Be able to report and view a client's service deliveries at a click.
SOA Customisations and Automation
Produce compliant and tailored Statements of Advice (SOAs) based on the client's complete financial position with ease. Our SOA Wizards make the the production of an SOA.
Automate Business Management Reporting
Automated and pro-active alerts set at the client or portfolio level link workflow to initiate follow up actions and ensure you never miss a step or communication opportunity.