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 




If you need to improve your business processes and enhance your Xplan experience
then you need Practice Dynamix. 

  From our Blog  

7 Reasons Why Dealer Groups Must Provide a Managed CRM Solution

January 17, 2019

Setting Goals + KPI's in Financial Advice businesses

September 5, 2018

Datafeed Training - Chapter 1 - Setting up Portfolio Datafeeds

July 30, 2018

FASEA proposes 'professional year'

July 26, 2018

Please reload