Don’t have the time or expertise to manage and administer your own XPLAN site?
XPLAN is a powerful piece of software that can drive an advice business. When set up properly, it can facilitate effective business processes and deliver many practice efficiencies. The skills and experience needed by your business to support and administer XPLAN on a daily basis can consume significant time and resources.
The answer is XPRESS
For financial planning practices, Enzumo provides a managed XPLAN site which comes with our standard suite of solutions implemented and ready for use. Enzumo Xpress is designed as a plug and play site ready to go when you are, designed to take the stress and hassle out of setting up and maintaining an XPLAN site.
What is a Hosted Site?
The Xpress XPLAN Site has been developed as a turn-key solution for financial planning professionals who wish to have access to a fully developed, functional, and efficient site without the responsibility for developing and managing an XPLAN site themselves.
If the investment of time and money to build your own XPLAN site is not the best path for your business right now, and you would prefer to simply ‘plug-in’ to a fully functioning version of XPLAN, then Enzumo Xpress is the perfect option.
Our Advice Delivery Suite is built-in, allowing you to give advice from the moment you have access. And our optional Practice Management suite allows you to track your client activity and advice processes down to the finest detail.
You may be a new AFSL looking to get XPLAN up and running as quickly as possible, or an established practice that has been struggling to get the most out of your current advice software solution. Either way, we are here to help.
Please see our blog for why we recommend this approach.
Need an XPLAN Site that is ready when you are?
With Enzumo’s specialist Advice & Review Wizards built-in, our market-leading Templates and Reports at your fingertips, and even the FDS & Consent Wizard available in the core offering, you can give advice and administer your clients from the day you join. We provide specialist online support available for all users. Let us take care of your comprehensive Advice Tech solution, and give you your time back in front of clients.