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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.