Best of breed solutions

Zovanti delivers a uniquely modern technical solution leveraging the best of breed applications fully integrated into your day to day processes

Client Lifecyle Management

Salesforce

Utilise the power of the worlds most advanced CRM platform.

Xplan

Access Australia's most advanced research and advice platform perfectly aligned to the most efficient advice template in the market.

Pick your apps

Select from over 100, & growing, integrations to streamline every aspect of your business processes.

Dashboards

View and analyse your data using Salesforce's dashboard solutions including;

  • Business summary snapshot
  • Activity reporting
  • Opt-in 
  • FDS
  • Client agreement
  • Client demographics
  • Compliance
  • and so much more

Complete control

While Zovanti provides over 50 dashboard designs, you have complete control and can fully customise your dashboards based on your goals, your data and even your team roles.

Unlimited reporting

Select from over 100 prebuilt reports or build your own in minutes. Either way you can ensure that the Salesforce reporting suite can provide you access to your data at the click of a button. 

  • Drag & drop report builder
  • Build formulas into your reports
  • Access and link any data
  • Reports can be linked to dashboards for drill down visibility
  • Automated compliance reporting

Advice Documents 


Generate Advice Documents using a market leading Wizard and Template on IRESS XPLAN. 

  • The template is coded to be produced for Individuals, couples, SMSF, Companies, Trusts & Partnerships
  • A landscape or portrait SoA template
  • An implementation schedule
  • A BID alternatives document
  • Advice Research & Alternatives Requirements ability
  • Ability to add personalised templated text

No upfront cost

There is no upfront costs to gain access to the Zovanti Advice Generation Tools. Only pay when you generate an advice document. 

Mobile Access

Gain access to all your CRM data from your mobile phone. View your reports, dashboards, tasks, client phone numbers and all data from the palm of your hands. Get notifications when key events are started or completed.


Full Data Model

Zovanti have built the full data model on top of the worlds best CRM, Salesforce, so that you can manage and maintain all of your client data.

  • Individuals
  • Client & Partner
  • Companies
  • Partnerships
  • SMSFs
  • Trusts
Salesforce

Salesforce

Xplan

Xplan

Aircall

Aircall

Audio Recording

Audio Recording

Box

Box

Calendly

Calendy

Captegra AFSL Compliance

Captegra (AFSL Compliance)

CSV files

CSV Files

Dropbox

Dropbox

FileCloud

FileCloud

FourthLine

FourthLine

Gmail

Gmail

Google Drive

Google Drive

Intelliflo

Intelliflo

OneDrive

OneDrive

Outlook

Outlook

PDF Filler

PDF Filler

PleaseSign

PleaseSign

RingCentral

Ring Central

Sentiment Analysis

Sentiment Analysis

SharePoint

Sharepoint

Sharesight

Sharesight

Tiqk

Tiqk

Transcriptions

Transcriptions

Twilio (SMS)

Twilio (SMS)

Word Merge Engine

Word Merge Engine

Xero

Xero

Zoom

Zoom