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Practice Dynamix are
Experts in Xplan Customisation and Practice Development Solutions
About
With over a decade of experience in the Financial Planning industry, and experience working with over 350 advice practices around Australia, the team at Practice Dynamix can take your business into the future.
Utilising the power of technology, integration of sound business processes, and up skilling of staff you can increase your productivity whilst decreasing your administration burden.
We offer a range of services from out-of-the-box to fully customised. We work side-by-side with you to understand the needs of your business and determine the best solution which can be implemented and maintained for the long term.
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Services
DynamixHub
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Xplan Hosted Solution
Efficient client CRM
Full suite of Advice Templates
Workflow and Email templates
Created by XPLAN Experts
In-house support
Projects
Create Custom Advice Documentation
Client Reporting
Fee Disclosure Statements
Fact Finds
Workflow and tasks
Automation
etc.
Concierge
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Integrate our concierge solution
on your own XPLAN Site
Full Suite of Templates
Workflow and Email templates
Created by XPLAN Experts
In-house Support