Our Services

Wealth Axis offers you a complete back office solution that frees up your time to grow your business or enjoy a better lifestyle. As you know, your business thrives when you grow your client base by building client relationships and providing advice.If you spend significant time on administration, outsourcing can save you both time and money. You pay only for time worked, not lunch breaks, holidays or time off.

Make backlogs a thing of the past. Wealth Axis prides itself on service-driven efficiency and can tailor its services to meet your businesses needs at an affordable cost. Outsourced services really do work.

Client Administration

Wealth Axis can manage your entire back office for you, we can update your CRM software at every stage of the client life cycle from basic data entry to completing and tracking all of your client applications on your behalf, leaving you to do the most important job; providing advice to your clients is the best use of your time. Why not let us handle the rest.

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Xplan Data Feed Services

At Wealth Axis we can assist you with setting up data feeds to ensure all your reporting is up to date and reduce the number of sites you need to browse. We can also manage these on an ongoing basis to ensure the data is maintained in an accurate manner, enabling your team to focus on client service.

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Client Presentations

Wealth Axis can go beyond just writing a standard SoA for your clients, we can assist you to build new and review client presentations and client seminars and educational presentations.

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Plan Writing Services

If you are looking for an alternative to the way you write and present your advice documents, contact Wealth Axis and let us know what you want and we will work our magic for you!

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XPLAN Workflows, Coding and Threads

At Wealth Axis we have developed a complete comprehensive range of workflows designed with your custom coding to enhance and improve your back office and the overall running of your business. Our system is developed to save you time and money. Ultimately gaining greater efficiencies within your practice and assisting you to maximise the full potential from your XPLAN system.This solution assists those that don’t have the time or resources to develop workflow processes, templates, wizards and business processes.

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Customised Xplan Solutions

It is no secret that technology underpins efficient and effective management of modern financial planning practices. At Wealth Axis our experience has found that most practices that use Xplan are only using very few of the tools and efficiencies that the system can provide. Customisation of your Xplan system can add profitability to your business. We can design and implement your own customised Xplan solution tailored to your business. We can assist you in creating the simplest of templates through to the most complex of documents or workflows.

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Business Support

Wealth Axis and our associated network can assist you with analyzing and segmenting your existing client base; creating and enhancing your client service proposal; calculating your cost to serve your clients; reviewing your existing work flow and gain efficiencies.

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Transition Support

Wealth Axis can help your businesses in preparation for sale or purchase of a business or client book; incorporating a newly acquired book into their existing business; transitioning clients to a new platform; and changing dealer group.

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Marketing Material

Wealth Axis have a range of support services available to them. Our specialist marketing professionals can help you attract and retain clients through our custom designed client engagement tools. We can write newsletters, informational fact sheets, publish fliers, brochures and organise seminars.

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XERO Bookkeeping Management

Wealth Axis can offer you an outsource bookkeeping service. We record your transaction classify them appropriately into the software of your choice. Send us your statements and we can reconcile all of your accounts.

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SoA Vetting

At Wealth Axis you can rest assured that we have a broad understanding of different licensee requirements and thus we offer a pre vetting of advice service, to ensure you are meeting industry and licensee compliance requirements so that non-compliance is identified as early as possible.

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About Us

Why Outsource

Wealth Axis is a service driven back office administration solution designed to assist the financial planning and accounting industry.

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Why Outsource

Our Services

Wealth Axis has built a systematic and repeatable process making your business scalable and technologically astute, allowing you to compete with the big banks.

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Our Process

Our Process

Wealth Axis provides you with a simple easy to use systematic process. Driven by increased productivity and workflow management.

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Sample Pages

Sample Pages

Wealth Axis provides more than just compliance documents. Our documents are powerful marketing and sales tools with appealing design, structure and wording.

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Get A Quote

Get A Quote

Wealth Axis allows you to gain control over your expenditure, with a cost efficient alternative to traditional in house services. Obtain an instant online fee estimate now.

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Blog

Blog

Wealth Axis offers you solutions to remain technologically ahead of the game. Helping you reduce your sales cycles and improve your business.

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