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man pushing opex button Get in touch The right solutions
for your type of business
Let us help you build and sustain a future proof technology platform to underpin your AFSL obligations and Practice operations.
Find Out More Feeling overwhelmed? The Assent App helps AFSL, practice, and advisers manage service agreements and client fee consent obligations. Let us help you streamline and automate this process. Find Out More We're here to help... Gain efficiencies within the Opex Solution and we'll show you how to utilise technology to improve your operations.

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Our solutions are designed to save you time so you can get back to doing what you love…

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ADVICE SOLUTIONS

Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates, and Strategy Content

CRM

Xeppo allows integration of numerous software and connects your Data to help you manage and grow your business effectively.

CONSULTING

Let us show you how our clients gain efficiencies within the Opex Solution and how you can utilise technology to improve your operations.

PAYMENT SERVICES

We provide revenue processing options including sourcing your data files, processing, reconciliation and Revenue Insight Reports.

WE ARE OPEX CONSULTING

We’re an innovative Fintech company, based out of South Australia, focussed on supporting and creating simplified solutions for Finance professionals.

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I’d like to particularly wax lyrical on Jared’s help today. He has the patience of a saint dealing with me at times and did a great job. Incredibly helpful and saved me hours of tearing my hair out. Solved my issue and learned a fair bit in the process too.

Jared Tallent
Client service officer

Full marks to Jason for pursuing this for me. It’s been a while, and would’ve been easy enough just to say, “No, it can’t be done.” So really grateful that Jason has provided the info we need to fix stuff up on our end. Thanks, mate

Jared Hempel
MANAGED SERVICES MANAGER

Problem fixed quickly!

Briony Gonsalves
CLIENT SUCCESS OFFICER

Jason went above and beyond to help me yesterday. I wouldn’t have even known where to start if I hadn’t called and spoke with the Opex team and especially Jason so thank you so much. Really appreciate the help that Opex provides us.

Jason Strazds
CLIENT SERVICE OFFICER

Kierren is always helpful. His explanations are thorough and never condescending. It is a pleasure to have someone on hand that can guide you through the minefield of data feeds to a successful outcome.

Kierren King
Client Service Officer

Kapil was a great help in setting up  PATHWAY and getting data.

Kapil Kamat
REVENUE PROCESSING OFFICER

Problem solved quickly and efficiently.

Mark Tiller
Client Service Officer

The support i received from Jake was again quality services from the Opex team. We appreciate the help we received from the OPEX team. We would be lost without you!

Jake Richardson
CLIENT SERVICE OFFICER

Appreciated the assistance provided by Jared. Polite, direct and achieved the desired result. Thanks Jared.

Jared Tallent
Client service officer

The guys I have spoken with today were hospitable, showed interest in solving the case and provided more than adequate support. We finally got in, super speedy and quick resolution.

Kierran King
Client Service Officer

Mark was extremely helpful. He was attentive and assisted me with my request quickly. I was extremely impressed with how quickly my issue got resolved.

Mark Tiller
Client Service Officer

I was very happy with Jason’s response to my query, calling me to talk me through a couple of things and the issue was resolved very quickly.

Jason Strazds
CLIENT SERVICE OFFICER

Jake was a great help today – very efficient and problem fixed quickly.

Jake Richardson
CLIENT SERVICE OFFICER

The guys I have spoken with today were hospitable, showed interest in solving the case and provided more than adequate support. We finally got in, super speedy and quick resolution.

Kierren King
Client Service Officer

Jared’s response was very prompt and helpful. The information provided was passed to our IT team and, so far, appears to have resolved the issue.

Jared Tallent
Client service officer

Than you Jake for taking the time to workshop this for me whilst we were on phone call very helpful

Jake Richardson
CLIENT SERVICE OFFICER

Jason was very friendly and helpful – pursuing the issue to resolution.

Jason Strazds
CLIENT SERVICE OFFICER

Keiran has been an exceptional help to me with sorting out our datafeeds.

Kierren King
Client Service Officer
WE CREATE APPS FOR XEPPO

Our CRM apps integrate with Xeppo to give you further control and access to client data.

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Get more out of Xplan

We make you ultra productive with our easy to use ‘Plug and Play’ advice solutions, that still ensures you to meet your AFSL obligations. 

  1. Getting Started

    Let us know all your troubles and frustrations so we can provide you with the best solutions for your practice.

  2. Integration

    Our Client Success Team will be there every step of the way to ensure integration runs smoothly.

  3. Training & Support

    We will train you in all aspects of how to use our solutions effectively and be there whenever you need us.

Create. Innovate. Transform.

We know your frustration and how much time is wasted trying to meet your AFSL obligations. We want you to know that we hear you, your not alone and we’re here to help…

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