Xplan Data Feed Services

Wealth Axis has a wealth of experience behind them when it comes to understanding how, where and why a datafeed service does more than just dump random values in to your CRM system.  With the recent roll out of the Fee Disclosure Statement (FDS) the datafeed service provided by Wealth Axis provides an abundance of information about the fees paid by a client from their respective superannuation, investment, insurance products and bank accounts without having to outlay excessive hours of manual labour accessing more than one system or platform to extract the information you require and then bringing it together to form one report.

Datafeeds provide efficiencies within your business via your existing CRM system no matter which CRM system you are working with, Wealth Axis can tailor it for you to achieve the best outcome possible for you.  Most businesses provide some sort of reporting to their clients, datafeeds within your CRM system means you can create a report and extract information such as portfolio valuations, investment returns, transaction history and fee analysis as and when required by you or your clients.

The Wealth Axis datafeed service offers the initial set up within your CRM system, initial testing to ensure the accuracy of the datafeeds coming through and then ongoing daily or weekly management of this service.  Wealth Axis will liaise directly with third parties when required to facilitate the implementation and management of these datafeeds on your behalf.

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

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

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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