We 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.
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Are you someone who reads the manual for your new car or that new kitchen appliance? The answer is probably ‘no’ for most people. Chances are, you may never learn the full capabilities of your latest purchase. You could be missing out on some of the key features or benefits you already have access to. Or worse, you buy more technology to fill a gap you think you have.
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Data integrity is one of the most important areas of an advice firm, yet it’s the one that principals struggle to find the best solutions to maintain. Out of date client data will not only cause frustrations for you and your team, it will also impact reporting, the quality of merged advice documents and it can rear its head as a serious compliance risk.
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As the number of technology products continues to grow, licensees have their work cut out for them in making the best choice. Tanya Seale, Group Executive Technology Solutions for Centrepoint Alliance speaks to Miriam Fine about what to keep in mind when choosing a tech stack to meet the needs of financial advice businesses they serve.
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Amongst 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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This is the boring but vital stuff. How robust is your CRM and data security.
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Faced with greater choice, licensees and advisers will be challenged in making the correct long-term technology decisions.
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Finding a new service provider can be stressful and confusing. Here is a few thoughts on how to streamline the process.
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Financial Advice businesses that we see delivering profit margins in excess of 50% are the ones who have tirelessly focused on incremental business improvement, have brought in experts to solve key issues and invested heavily in technology to improve their business.
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When it comes to data entry, accuracy as well as speed are equally important. Staff are under pressure to get tasks done quickly, and with that pressure, more errors are likely to occur.
Data in XPLAN is used to provide insight for the adviser, and they use this data to make decisions which forms a basis of the advice they provide to their client. If the accuracy of the data is low, the insight will be lacking, influencing the advice they provide.
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