We have been working with Karen and the team since 2015.
Karen has understood our business requirements and has assisted our key internal trainer to communicate all new features, wizards and reports to the wider financial planning team.
Karen is easy to work with, proactive and has added enormous value to our business to date. Our key xplan super user has enjoyed working with Karen and her colleagues at Specialist PMC and has gained extensive knowledge from them.
I would recommend Specialist PMC to any financial planning business using XPLAN.
Date of Posting: 29 August 2017
Posted By: Horizon Wealth Management
CA-Financial Planning Specialist, Suite 2006, Level 20, 44 Market Street, Sydney, NSW 2000
As a Financial Adviser, I want my clients to be able to spend time doing what they enjoy. By using the services of Specialist PMC, both my administration team and I are able to spend more time with clients and less on administration tasks. The Team at Specialist PMC are able to assist me in utilising XPLAN to its full potential.
The Specialist PMC team is reliable, responsive and will work within my budget. One thing I like is that they are flexible and will operate around my business needs - not theirs. I know how rare that quality is in business today.
I find the experience of this engaging partnership more than satisfactory and their knowledge of XPLAN and financial advice needs is outstanding. I would recommend Specialist PMC to any business that uses the XPLAN system.
Date of Posting: 20 April 2015
Posted By: Summerhill Financial Services
Principal. B Comm, Dip FP, FPC, CFP, Level 2, 99 Queen Street, Melbourne, Vic, 3000
The services provided by the team at Specialist PMC and Julie Tasker specifically have been invaluable to our Advisers and to Synchron Compliance. Time and time again they have shown their expertise and professionalism in their dealings with our Advisers, not only to help them with day to day tasks but to also rise above and anticipate industry requirements. All tasks are completed in a timely manner, with little prompting and to a high level of satisfaction with very little disadvantage to the Adviser.
Date of Posting: 15 April 2015
Posted By: Rose Cobden
Compliance Officer, PO Box 438, North Melbourne Vic 3051
When I asked a LinkedIn group who may be able to help us further develop our processes, I received two separate recommendations for Specialist PMC almost immediately. Whilst I have a reasonably good working knowledge of XPlan, my skills were limited when it came to coding, building wizards and developing threads.
I instantly found Julie and Melissa easy to work with, adaptable and very capable. My initial concerns around starting from scratch with a new process for a part of our business we expanded were soon converted to an appreciation of the in-depth understanding the team have of XPlan and how it would fit our needs.
Melissa has been great to partner with, efficient and tolerant of our changes we requested whilst building our phone advice modules. The end result is a custom made facility at an off the shelf price - it has been great value not only in a monetary sense but also in the solutions Melissa has come up with for us. I am glad they were recommended to me, and I would not hesitate to recommend the Specialist PMC team to anyone needing to develop new administrative systems or enhance existing processes.
Date of Posting: 30 May 2014
Posted By: David Southwood CFP® DipFP
Manager Financial Planning