Customised Xplan Solutions / XPlan Customization

Does your current Xplan site reflect your business requirements?  Underpinning modern financial planning practices is technology, creating efficient and effective management of workflow, client communication and internal practice management and reporting.

Our experience at Wealth Axis has shown that most practices are using only a fraction of the functionality of Xplan system and the tools that can create greater efficiencies.  Wealth Axis specialise in providing services for all sized businesses, small, medium and large corporate entities and can tailor your Xplan system to look and feel how you want it to be used to support your business best practice policy rather than utilising a system which is supported on a best practice policy for the industry.

The Wealth Axis customisation process specifically targets the development of document templates for both traditional means of communication via post and electronic communication.  The Wealth Axis team spends the time with you to understand your business communication style and how you want your messages to be received by clients and third parties.

Wealth Axis has seen an increasing demand for defined management reporting to track the workflow of individual staff and the business as a whole.  The use of excel spread sheets have become the ‘make do’ solution for many practices but still consumes enormous amounts of manual labour to keep up to date with changes.

Our systems master and team come with extensive knowledge about the back end of the Xplan system enabling the layout and view of your site to be changed to suit your needs and produce relevant reports for management in a timely and efficient manner.

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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