Find out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.
Many Australians have been thrust into the digital age over the last few years, whether they like it or not. But funnily enough, they have proved they can master it. So why not take advantage of the move and introduce a client portal facility?
Read MoreWe see many instances where advice practices are under-utilising their Xplan software. Let us show you a key feature that will have you getting the most of your Xplan installation.
Read MoreWe explore in more detail what it could look like for an advice practice exploring new technology due to a licensee change and whether a hosted Xplan solution or their own Xplan site is the right option.
Read MoreAmongst all the changes and challenges, for every financial planning business, one thing has become abundantly clear – investing in the right financial planning software and its implementation is vital for a successful future.
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