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Xplan Solutions

Practice Dynamix are experts in Xplan customisation and Practice Development Solutions


Looking for an Xplan home?

We welcome teams of all shapes and sizes to our fully supported Xplan CRM with advice document wizards, workflow templates, strategy libraries, templates and client portal.

Urban Home with Plants

Australia’s leading Xplan Project & Support Team

With decades of combined financial services experience offering industry-leading service, PDX is the first choice for boutique small firms, dealer groups & full service practices offering Australia's best Xplan helpdesk, Xplan support and custom Xplan projects.


    What we do    


  • Xplan Site Themes

  • Custom Strategy Library

  • Custom SOA

  • Custom Reports

  • Document Branding

  • Intelligent SOA Formatting

  • Automated Workflow

  • FDS

  • Opt-In

  • Alternative Strategies & Products

  • Client Reporting

  • Fee Disclosure Statements

  • Fact Finds



The XPlan Client Portal is a secure online platform designed for financial advisers and wealth managers to connect and communicate with their clients. Learn more


Join us for a transformative Masterclass designed to revolutionize your financial advice processes. Led by Jessica Lamb from Practice Dynamix, an expert in Xplan integration and business optimisation, this intensive program will elevate your practice to new heights of efficiency and effectiveness.


Over the course of three days, we will delve deep into your workflow, leveraging the power of Xplan and other technology suites to enhance marketing, client interaction, workflow management, and data mining of client opportunities.


With decades 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.

Luxury Valet Service

Xplan Concierge

Integrate our concierge solution on your own Xplan Site;

  • Access to our comprehensive range of templates, including the complete Advice Suite

  • Utilise Workflow and Email Templates

  • Created by Xplan experts

  • In-house Xplan Support

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