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OUR MANAGED SITE

Your XPLAN Home.
Ready to go. 

A fully managed XPLAN environment built specifically for Australian advice businesses. With everything you need to get started and ongoing support from our team. 

Advice documents & wizards

Strategy Libraries

Workflows & Tasks

Client Portal

Reporting

Ongoing Support

Lawyer with Clients

A complete XPLAN environment. 
Built for advice.

The Practice Dynamix managed site gives you a proven, ready-to-use XPLAN site so you can focus on your clients - not your technology. 

Configured for best practice advice processes

Customised templates and workflows

Integrated Client Portal

Ongoing support from XPLAN specialists

CONCIERGE SERVICE

Outsource your XPLAN management 

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

Advice documents & wizards

Strategy Libraries

Workflows & Tasks

Reporting

Ongoing Support

Business Card Display

A complete XPLAN advice suite. 
With Ongoing Support.

The Practice Dynamix managed site gives you a proven, ready-to-use XPLAN site so you can focus on your clients - not your technology. 

Configured for best practice advice processes

Customised templates and workflows

Ongoing support from XPLAN specialists

XPLAN SUPPORT & ADMINISTRATION

Your outsourced
XPLAN team.

Ongoing support, site administration and expert help - without the cost of employing an internal XPLAN specialist. 

Site Adminstration

Webinars

Updates

Configuration

Ongoing Support

Office Call Center

Fast, reliable expert support

Our Australian-based team understand how XPLAN is used in real advice businesses. We are here to help you get the most from it. 

Responsive support team

Practical real-world solutions

Proactive site maintenance

PROJECTS & OPTIMISATION

Turn your XPLAN 
into a competitve advantage

From advice automation and workflows to reporting and custom development, we help you get more from XPLAN

Advice Automation

Workflows

SOA/ROA development

Reporting

Data Integrity

Custom development

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