Solutions for

Every role

No matter what your role is, we have the solutions and automation.

Business Owner

  • Ability to make decisions based on accurate information
  • Key dashboards allowing you to understand the key performance of your practice and more importantly where future issues may pop up
  • Real Time Notification of key events
  • Management by Exception
  • Ownership of client data including files and attachments
  • Integration with best of breed tools for client communications

Financial Planner

  • Matching CRM fields & client fact find
  • Automation of client documentation 
  • Automated client digital signatures
  • Strategy Note developed from Fact Find & File Note saved into Client Folder on your server
  • Fact Find to Statement of Advice automation 

Internal Paraplanner

  • File Note to Paraplanning request form
  • Client collection & Fact Find matches paraplanning request form which matches SOA template
  • Instant notification to adviser of questions from paraplanner
  • Salesforce to XPLAN integration - send over the relevant data required to prepare an SOA.
  • Managed XPLAN Site
  • SOA & Review Document Templates coded for all entities
  • XTOOLS coded strategy text
  • Advice Research & Alternatives Requirements ability

Contract Paraplanner

  • Provide Access to an industry leading advice template solution to their clients

  • Have an accessible fee structure

  • A landscape or portrait SoA template,

  • A BID alternatives document,

  • An implementation schedule.

  • Removes the need for an Adviser to

    have & maintain advice templates

    pay for ongoing XPLAN Licences.

  • Constantly update advice templates

  • Reduced fixed software costs to variable costs

  • Only pay for access only when used

Client Services

  • Removal of tasks & checklists for mundane tasks
  • Automated Review Process
  • Automated Discovery Process
  • Automation of Email storage
  • Automation of Digital Signature on client documents
  • Validation rules to prevent making data entry errors
  • Calendar that sinks with CRM

Responsible Manager

  • State of the art reporting and workflow alignment.
  • Create & Maintain Key Risk Indicators
  • Compliance Calendar
  • Align calendars with your meeting agendas
  • Gain instant insights into the health of your AFSL via unlimited dashboards and reporting options.
  • Implement your register of risks and key risk indicators. Alignment with the Zovant financial planning CRM will provide real-time visibility
  • Maintaining your audit register, historical audit outcomes, trends, action plans 
  • Extensive visibility and continual improvement of the AFSL practices