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

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

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