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 250 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 do not offer a one-size-fits-all generic solution. We work side-by-side with you to understand the needs of your business and create a tailored, customised solution which can be implemented and maintained for the long term.
What Our Clients Say
“Monday was D day for what’s been a massive few months working on streamlining the FDS / OPT IN and review process for our client. I can’t thank you enough for all your work leading up to Monday and your time this week when we had a million questions.
We are confident that the work you have completed will save approx 20 hours per week moving forward. This is effectively a part time role they no longer require. We couldn’t have hoped for a better result.
Thanks again and I am thrilled we are working together. You have been a wonderful addition to supporting all of us at 5 ELK".
Danielle Carey | Efficiencies Coach
5Elk
Services
Design
Xplan themes
Letter / report templates
Email templates and Newsletters
Site configuration
Wizards
XplanConnect
Client Access / Touch
Develop
Advice Documentation (SoA RoA)
Client Reporting
Fee Disclosure Statements
Fact Finds
Workflow and tasks
Paperless office
Automation
Strategy
Xplan Health Check
Project Management
Business Process Improvement
Xplan Training
Xplan Support
Data Entry & Integrity
Financial Planning Software Analysis
Paraplanning
