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Expert XPLAN Solutions

Practice Dynamix aren't Australia's leading XPLAN experts for nothing. We pride ourselves on helping our clients bring their financial planning business goals to life, by customising and integrating world first solutions into their XPLAN sites. Have a vision for how you want to deliver advice and services to clients? XPLAN can help you do this because sometimes the out-of-the-box solution needs a little help to really get it shining.

 

With our help, your existing or new XPLAN site, XPLAN wizards and workflow processes can be shaped and moulded to your own unique business requirements. We can suggest best practice targets, tell you what's actually possible and help you benchmark your business.​

 

We're as Unique as you, and so are our services

We know that no two businesses are the same. And whilst we have a clear vision for our business and the XPLAN services we offer to clients, we also make sure we approach your business in a way that benefits you. We customise all of our service packages to each client; we won't recommend a service package that doesn't work for you. You may only need assistance on your initial XPLAN site setup and not on an ongoing basis, or you may have your site functioning in a perfectly integrated manner, but your team needs additional support to improve efficiency on an ongoing basis. Regardless of what you need, Practice Dynamix will have an option for you.

DynamixHub

The Practice Dynamix Managed Solution "DynamixHub" has been created for the intelligent Financial Planning Business looking for an efficient client CRM and effective advice writing processes. This has been skilfully developed by a team of XPLAN experts who have extensive experience both as XPLAN users and developers, complemented by a long and extensive background in financial planning advice, administration and management.


DynamixHub provides access to a site that has been customised at the forefront of innovation, and masterfully maintained. The site offers end-to-end processes, advice templates, ongoing client review tools and high-level management reports to enhance efficiency, productivity and generally improve your clients experience.


Outsourcing your XPLAN management provides you with back end support, ongoing maintenance, and a help-desk solution for you and your team allowing you to focus on your core duties of providing advice and servicing your clients. As an Adviser you wouldn’t recommend that a client manage their own portfolio of investments without some sort of highly skilled support, and your business assets should be treated in the same manner.

Office

Concierge Service

The Practice Dynamix Concierge Service links your site to customised wizards, template and report that are at the forefront of innovation, and masterfully maintained.

 

The suite offers end-to-end processes, advice templates, ongoing client review tools and high-level management reports to enhance efficiency, productivity and generally improve your clients experience.

The Concierge Solutions outsources your XPLAN management. We provides you with back end support, ongoing maintenance, and a help-desk solution for you and your team. Perfect for Licenses or groups with their own XPLAN site or looking to get their own XPLAN site, You maintain control - we do all the work. 

Ongoing Support Options

Our Ongoing XPLAN Support service is fairly simple to explain. We provide on-call technical services delivered by XPLAN experts who use the software day-in, day-out in both a technical AND a financial planning advice capacity. One of the pre-requisites for joining our team is actual, real-life financial planning experience, so that we can truly understand your pain points and what you're trying to deliver to clients. We will always try and rectify your issue, first go.

 

Common queries that come daily to our support team include:

  • Datafeed troubleshooting + setup

  • Reports, workflows or wizards failing to perform as expected

  • Updates to specific document templates, email templates or portfolio related reports, from a coding or branding perspective

  • Updates to your adviser or client interface fields or wizards

  • Setting up or removing users and access, or capabilities for your site

 

And many, many more XPLAN queries, some more complex, and some less.

XPLAN Projects

This is our bread and butter.

 

We love nothing more than creating XPLAN solutions for our clients. You tell us all about your business, how you deliver advice and your goals for advice delivery and we will give you the ultimate solution and work with your budget. .

We can create coded Advice Documents, build Workflow Processes or Train your team. Our in house experts can deliver your project in as little as 3 weeks and provide all training material. 

XPLAN Performance Coaching

XPLAN Performance Coaching is here to provide you with tailored, one-on-one coaching sessions that will empower you to take full advantage of XPLAN's capabilities.

 

We understand that navigating through the intricacies of XPLAN can be challenging. Our seasoned coaches are here to guide you through every step, ensuring that you not only understand the software but can use it effectively to transform your financial planning processes. Whether you're a financial advisor, office manager, or administrator, our coaching services are designed to meet your specific needs.

Why Choose XPLAN Performance Coaching?

  • Expertise: Our coaches are well-versed in XPLAN's features and functionalities, with years of experience in financial planning software.

  • Flexibility: We work around your schedule to provide coaching sessions at a time that suits you best.

  • Affordability: Our coaching services are competitively priced to provide excellent value for your investment.

  • Empowerment: Our goal is to empower you with the knowledge and skills you need to excel with XPLAN.

Unlock the full potential of XPLAN and elevate your financial planning game with XPLAN Performance Coaching. Contact us today to schedule your first coaching session and embark on a journey to XPLAN mastery. Your success is our mission!

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