Building tomorrow’s advice systems, today
We specialise in XPLAN customisation and support for self licensed advice firms Australia wide. Free up your time to focus more on what’s important.
Who we work with
Solutions for every practice
There’s nothing standard about our services
THE EXPERTISE
Blueprint Managed
Our comprehensive range of integrated advice solutions, reports and presentations delivered and supported by an experienced team using your very own XPLAN site.
- Leverage a proven framework
- Deliver advice faster
- Lower costs & risks
- Technical support & maintenance
- A fully tailored experience
THE ECOSYSTEM
Blueprint Hosted
A fully equipped XPLAN ecosystem with all the configuration, optimisation and setup already done. Just log in and go!
- Fully branded advice framework
- Ready to go. Nothing to do
- One bill for all your XPLAN services
- Includes tech support and training
- Can grow as your practice grows
THE RESOURCES
Blueprint Back Office
Blueprint Back Office provides flexible admin solutions including brokerage processing, implementation support and XPLAN site admin to help you scale and meet any challenge.
- Client and adviser transitions
- Brokerage processing
- Bank reconciliation
- Payment reporting
THE improvement program
XPLAN Consulting Services
Want your XPLAN site taken to the next level? Use our technical expertise to configure and code your next XPLAN report or template.
- SOA / ROA coding
- Custom wizards & reports
- Client portal configuration
- Interface redesign
- Workflow design
- Integration and conversion support
Which service is right for me?
Choosing the right service is important. Here are some tips to help you along the way
What is Blueprint managed?
If you have your own XPLAN site and keen to drive a bespoke service offering and advice narrative using the power of XPLAN, Blueprint managed is for you.
Planfocus will deploy our latest Blueprint Advice Suite into your XPLAN site and customise it to meet your advice specialty. This approach ensures you can be delivering advice faster with less cost and lower technology risk.
Blueprint can support single and multiple brand strategies so there is no limitation to the complexity that we can support.
What is Blueprint hosted?
Advisers choose Blueprint hosted who want access to the latest Blueprint Advice Suite but don't have the in-house skills or desire to run or administer their own XPLAN site.
Blueprint hosted is a plug n play solution where all the hard work, setup, configuration, maintenance and admin is already done.
You may be newly self licensed and aren't sure about the merits of your own XPLAN site. Blueprint hosted is the easiest way to get up and running. Just log in and go!
ADVISE WISE PTY LTD
Case Study - Client engagement
Driving efficiency and reducing duplication in client engagement
LICENSEES NEED A TECHNOLOGY STRATEGY
IT Strategy
Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today…
XPLAN SOLUTIONS FOR EVERY PRACTICE
XPLAN
If you are a newly self-licensed practice, you might be asking yourself if it’s worth engaging an XPLAN consultant to help you build out your advice framework or if you should look to do it on your own?
No provider except planfocus understood exactly what I was after...
Planfocus has been helping me with matching data for the purpose of enhancing my XPLAN CRM. I put this tender out to the wider market and no provider except Planfocus understood exactly what it was that I was after. They approached this in an intelligent manner, they also took the time to listen to my situation and provide efficient solutions and a very reasonable price. I am confident when they provide me with updates and look forward to continuing to work with them when I need more XPLAN expertise.
Harry Wong
Acting Head of xseedwealth