Advisers looking for business efficiency start here!
Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!
The importance of continuous improvement
The fintech industry moves at lightening speed and you want to keep up.
Best practice: XPLAN Email templates
Email is an essential part of modern advice communications. With so much information being exchanged via email, it's important to ensure that your messages are clear, concise, impactful and compliant. And that's where XPLAN email templates come in handy.
Introduction to Xmerge
The primary benefit of Xmerge is its ability to personalise communications and dynamically change reporting output based on various services you offer, the advice you are giving or the nature of the client being addressed
Is your advice technology holding back your business?
You have planned for growth and you are succeeding. Congratulations! One of the challenges growing advice businesses face is the impact that poor utilization of advice tools has on growth.
Is your advice technology suffering from data integrity issues?
Think about the quality of data in your software (completeness and accuracy) The quality of your data has an impact on your efficiency and to a potential purchaser, can affect the perceived value of your business.
One business growth challenge: fixing software problems
One of the biggest challenges as your business grows is how your support framework grows to meet it. It must be scalable. Otherwise profits in the front office will be spent on headcount in the back-office. Don’t let this be you.
10 signs your business is suffering from #fintechconcussion
Is your advice practice experiencing the overwhelming impact of #FintechConcussion? This phenomenon intensifies as the end of the month approaches, demanding the timely completion of price calculations and report generation.
XPLAN data feed health ideas
Is your XPLAN data feed experiencing inefficiencies? Discover how to ensure data accuracy with these three ideas to think about that could help improve the quality of your XPLAN data feed.