Planfocus Consulting

15/10/2024

Welcome to Coder's Corner

https://lnkd.in/gVnD92qP

13/09/2024

Outsource your admin and get back to doing what you do best!

10/09/2024

23/08/2024

Why self license if that means logging onto someone else's advice framework? We work with new and established licensees to deliver their unique vision and importantly maximise the value of every XPLAN license they use.

Give us a call or visit our website. www.planfocus.com.au

07/06/2023

Welcome to the final installment in our Advice Tech Engagement Ideas series. Using this easy to adapt technology, clients and advisers can streamline review meeting timeframes and give clients more control over the process. And most importantly, it is easily integrated into XPLAN.

Read our full article here to learn more: https://bit.ly/44kT71J

Stay ahead of the curve and unlock the power of technology to elevate your business. Contact us at 1300 361 973

01/06/2023

Welcome to part 4 of Advice Tech Engagement Ideas, Client Self Service Tech!

Today, we'll explore another exciting and innovative idea that can take your tech engagement efforts to the next level.

Ready to level up your tech engagement game? Check out our full article here post to learn more: https://bit.ly/44kT71J

If you’re looking for the right tech engagement across your advice, speak to us at 1300 361 973 to help you get started.

25/05/2023

Our 3rd installment of our Advice Tech Engagement Idea is here!

Though more of an internal engagement tool, these systems help you stay ahead of the competition and make informed decisions which are so essential for success.

Let’s take a look at how data analysis empowers advisers to make data-driven decisions and more optimised operations.

Follow this link to learn more: https://bit.ly/44kT71J

Are you ready to have a competitive edge and thrive in an increasingly dynamic advice business? Schedule a confidential discussion at 1300 361 973.

23/05/2023

Did you know that XPLAN's keyboard shortcut commands can save you time and even increase your productivity?

Follow this guide https://bit.ly/3Ih7Q47 and to look into some of the most useful XPLAN shortcuts that you can start using today.

We hope you find these tips and shortcuts engaging and useful! At Planfocus, we are committed to helping you create and find efficient ways to use XPLAN. Call us at 1300 361 973 to schedule a confidential discussion.

Xplan is a powerful financial planning software that's trusted by financial advisers and wealth management professionals worldwide. It's loaded with impressive features and functionalities, but navigating through the software can be a bit time-consuming at times. The solution? Xplan shortcuts!