# planfocus.com.au > AI-optimized mirror of planfocus.com.au containing 25 pages totalling 13,950 words of clean markdown content, structured data, and semantic HTML. Original source: https://planfocus.com.au/. Last updated: 2026-06-15T05:44:22.431Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [Building tomorrow’s advice systems, today](/content/site-root.html): Specialists in XPLAN development, customisation and optimisation (622 words) ## Articles & Blog Posts - [Blueprint Advice Suite](/content/blueprint/index.html): XPLAN solutions for every practice (536 words) - [Tech Tip – Optimising Crucial XPLAN Screen Real Estate](/content/blog/tech-tip-optimising-crucial-xplan-screen-real-estate.html): Data is at its most useful when it is presented in a fashion that is understandable and digestible to the reader. Not enough information presented and you end up with an incomplete picture or context of a client and their situation. (568 words) - [The best advice is holistic, proactive, relevant and always improving](/content/what-we-do/index.html): XPLAN consulting, XPLAN customisation, XPLAN templates, XPLAN Support and Training (962 words) - [Composer Release Notes](/content/composer-release-notes/index.html): Latest release info from Planfocus (1,047 words) - [XPLAN Shortcuts #1](/content/blog/xplan-shortcuts-1/index.html): Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? (669 words) - [Tech Tip – Create your XPLAN email signature](/content/blog/tech-tip-create-your-xplan-email-signature/index.html): Email is a fundamental communication tool utilised everywhere with many client interactions performed this way. It is important, therefore, to keep a consistent and professional presence – starting with your email signature. (564 words) - [Composer | User Training Material](/content/composer-user-training-manual/index.html): XPLAN consulting, XPLAN customisation, XPLAN templates, XPLAN Support and Training (3,578 words) - [We deliver next generation client engagement and advice solutions](/content/about/index.html): A proven XPLAN framework that will help you scale and automate your advice faster (572 words) - [Advisers looking for business efficiency start here!](/content/blog/index.html): News and views from the team at Planfocus on XPLAN consulting, XPLAN customisation, XPLAN templates, XPLAN Support and Training (365 words) - [Privacy Policy](/content/privacy-policy/index.html): XPLAN consulting, XPLAN customisation, XPLAN templates, XPLAN Support and Training (760 words) - [XPLAN data feed health ideas](/content/blog/xplan-data-feed-health-tips/index.html): 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 (449 words) - [Terms of Service](/content/terms-of-service/index.html): XPLAN consulting, XPLAN customisation, XPLAN templates, XPLAN Support and Training (655 words) - [Best practice: XPLAN Email templates](/content/blog/best-practice-xplan-email-templates/index.html): 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. (380 words) - [10 signs your business is suffering from #fintechconcussion](/content/blog/10-signs-your-business-is-suffering-from-fintechconcussion.html): 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. (355 words) - [Introduction to Xmerge](/content/blog/introduction-to-xmerge/index.html): 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 (361 words) - [One business growth challenge: fixing software problems](/content/blog/one-business-growth-challenge-fixing-software-problems.html): 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. (191 words) - [The importance of continuous improvement](/content/blog/the-importance-of-continuous-improvement/index.html): The fintech industry moves at lightening speed and you want to keep up. (291 words) - [Is your advice technology holding back your business?](/content/blog/is-your-advice-technology-holding-back-your-business.html): 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. (157 words) - [Is your advice technology suffering from data integrity issues?](/content/blog/is-your-advice-technology-suffering-from-data-integrity-issues.html): 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. (163 words) - [AI integrated analytics to the wealth and advice industry](/content/coremetryx/index.html): analytics wealth management (48 words) - [Blueprint Analytics](/content/blueprint-analytics/index.html): XPLAN solutions for every practice (439 words) - [Get 2 months free access to Blueprint Analytics](/content/tpc/index.html): Specialists in XPLAN development, customisation and advice analytics (216 words) - [sitemap-pages-xml.html](/content/sitemap-pages-xml.html) (1 words) - [sitemap-xml.html](/content/sitemap-xml.html) (1 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives