XPLAN Workflows, Coding and Threads

Most practices using Xplan have heard of threads and tasks and maybe coding; but what does all this really mean for your business?  Think of this in the context of processing an application for a client, how many steps in this process from the time your complete the application with the client to the institution processing it?  Do you know how much time this process took and at what cost to your business and where and how were the notes recorded regarding your conversations with the client and institution?

Wealth Axis has done the hard yards to work this out for you by creating a comprehensive workflow management solution within Xplan that covers every broad stage of the advice process. Detailed explanation of each process; otherwise known as a ‘thread’ and each stage underpinning this thread, referred to as a task are all tailored and integrated to many other elements of the Xplan system such as merge documents and file notes.

The creation of these processes also extends to customised document templates from general client communication through to the advice process which are linked to the threads and underlying tasks.  Specific coding is used to pre fill these documents with the relevant clients information and generated for either post or electronic communication methods.

Wealth Axis are giving you just a taste of what can be achieved within your Xplan system, there is an abundance of possibilities to enhance every facet of your business.  Before you resource more bums on seats, give us a call and lets chat about the gaps and inefficiencies you are currently faced with in your business, and let us provide you with the most cost effective solution for you.

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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

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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

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

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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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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