As financial advisers, finding extra time in the day is a worthwhile exercise. So when you can find ways to streamline your workflow, the additional minutes are invaluable. One essential tool that can help you achieve this is Xplan's Scheduler function.
Read More
Practices that outperform have a sharp focus on productivity and efficiency. They have a sharp focus on their processes and the constant evolution of these in the pursuit of productivity and efficiency.
Read More
As a Licensee or advice practice, one of your top priorities is ensuring that your advice delivery process is personalised, highly efficient, and compliant. In previous Enzumo blogs, we've delved into XPLAN optimisation for practice management and offered valuable suggestions on streamlining your processes to create positive change. This article focuses on the power of XPLAN Wizards and how they can enhance your approach to advice production.
Read More
Did you know the average cost to a small business of a cyber breach in the 2021-22 financial year was $39,000? As financial advisers and business owners, ensuring all your stored client data is kept secure is crucial. A data breach can significantly impact your business and reputation, and it can be devastating to have to inform clients that their information has been compromised. One way to improve security is by implementing two-factor authentication (2FA) on your XPLAN site.
Read More
All advice practices need to create a Statement of Advice for their clients. We have worked with clients who were previously spending over eight hours editing their documents after merging. We helped them reduce that by 75% by coding into XPLAN a Statement of Advice template or setting them up on our hosted Xpress solution.
Read More
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 More
One of the most talked about topics right now is cyber security. Protecting client data is not only a priority for many advice practices, it's also an absolute necessity. Every advice firm in Australia has the same standard issue - they have access to personal information about their clients, and hackers highly value it.
Read More
We 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 More
With many advice practices in the midst of changing their licensing circumstances or contemplating a move, advice software needs are at the top of the priority list.
Read More
We see a range of Xplan installations in advice practices, and not all are getting their money's worth. However, the benefit of using your advice software extensively is the uplift in efficiency within your business. Of course, this leads to bringing more new clients onboard, increasing revenue and expanding your team.
Read More