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.