This allows you to select what functionality and templates you want and not pay for things you won’t use. The Xpress site is built around a core package with a choice of additional features. The site also comes preloaded with strategy flyers and other practice tools. We also have innovative wizards, which will accommodate your own logo, managed content additions and adviser preferences, such as document layout and order of content. The templates included are widely recognised as best of breed and we provide all ongoing maintenance essential to meet legislative requirements. It’s designed as a plug-and-play site ready to go when you are, taking the stress and hassle out of setting up and maintaining your own Xplan site.Īs the site is fully hosted and maintained you don’t need to worry about the administration side - we manage, maintain and develop the site for you. The Enzumo Xpress solution is a managed Xplan site that comes with our standard suite of solutions implemented and ready for use. Does Enzumo have a hosted Xplan site solution? The key is choosing the right provider with the support frameworks and service offering to meet your firm’s needs. They will often have other addon solutions you can access, which will allow you to expand your business efficiencies and provide more value to your clients. Plus, you have a provider there to support you and make sure you’re using the system effectively. Ongoing site maintenance is done by the provider This solution can provide cost savings to practice owners and is aimed at serving the members on a group level and generally has very little individual customisation.īut there are benefits to having a hosted Xplan solution when you go with the right provider. How would a managed or hosted Xplan site work for my practice?Ī managed or hosted Xplan site is when you share an Xplan site with a variety of other advice businesses. It also means the responsibility to maintain the site and templates lies with you, as the site owner.īut it could be the right solution based on the size, budget and growth aspirations of your business. Of course, having all of this does come at a cost - setup and implementation expenses, as well as higher ongoing costs. No approval is required to make changes to the layout or fieldsĬustomisation is exclusive to your business, clients and processes The potential to build your own Wizards, templates and reporting Nevertheless, having your own Xplan site can bring benefits to your business, such as:įull control and ownership over the development of your Xplan site
XPLAN LOGO FULL
However, managing your own Xplan isn’t always straightforward and many practices find they fail to master its full potential. When set up properly, having your own Xplan site can help facilitate more effective business processes and deliver a whole lot of practice efficiencies. What would your own Xplan site look like? We explore in more detail what both options could look like for an advice practice exploring new technology territory. For practices that use Xplan, the outcomes of their decision may mean they need to find a new hosted Xplan solution or assess whether their own Xplan site is the right option. Whatever decisions are being made, it’s likely that advice technology is featuring heavily in the outcomes. For others, it will be exploring what it means to get their own AFSL and what ongoing support they might need to do that. The industry is going through change and change can always be a catalyst for reassessing a current situation to ensure it’s still delivering what your business needs.įor many practice principals, it will involve assessing their current licensee and whether the organisation is still a good fit for the growth and scale of their business. By James Blanton, National Account Manager, EnzumoĪs we head into the new financial year, we’re seeing many advice practice owners making major decisions about the future of their business.
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