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.