Zovanti - How do we do it?

Home/How

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.