The Review Process for many advisers is often time consuming and inefficient, therefore reducing profit and overall business performance.
Here at Specialist PMC we understand Reviews are a vital part of your business and allow you to continue to service your clients. To celebrate this festive season and another year coming to an end we have put together a Review Package to set you up for a successful and efficient 2019.
The Review Package includes:
- A coded Fact Find Template uploaded to your Xplan site and personalised to include branding;
- A Review Report Template that uses portfolio data and personalised to include branding;
- A Review Workflow Process imported to your site, and
- Flowchart of the workflow process to easily understand what is involved in each step.
We meet with many advisers who are looking at simple ways to increase efficiency to allow them to spend more time in front of their clients.
A Review Package is a simple way that can assist you with increasing efficiency within your business by minimising time spent collating client data through use of a coded Fact Find. Replacing manual completion of a review report with push button simplicity and a comprehensive workflow process for all staff to follow.
Start 2019 the most efficient way you can.
For further information on an Xplan Advice Template Analysis click here.
To enquire about an Xplan Review Package phone 1300 664 665 and one of our Practice Management Consultants will get you started.
*Only valid for Review Packages purchased prior to 31 January 2018.