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Advice Essentials

Advice Essentials is a ‘plug and play’ solution to help maximise Xplan out of the box. It’s a simple, yet robust tool for a Fact Find and Statement of Advice (SOA) wizard. A low-cost, strategic Xplan account add-on, Advice Essentials plugs right into the needs of single advisers.

Enjoy up to date strategy content in line with regulatory changes and meet your AFSL obligations, with this ready-to-use solution.

Efficiency gains, reduced SOA production pains

Optimise your financial services practice with the high impact, low-cost Advice Essentials. It’s available for all professionals to access. Enjoy streamlining your compliance obligations, while reducing preparation time with this intelligent financial business solution. 

Book a Demo
Fact Find Wizard

Compile necessary information from your clients in an easy, effective way with Fact Find wizard. Leverage SOA Wizard for regular updates to our standard solution, client-focused language, layout, content plus images and icons for recommendations, a better position statement, and product comparison reports.

 

Strategy Content

Improve your business efficiency and quality of advice. The Advice Essentials tool utilises text boxes, incorporates MFC and integrates with the Opex Strategy Content and Xplan modules. Post-merged, additional licensee and advisor customisations can be made to Word documents. Gain access to various Advice Pack solution features, with no need for the ‘bells and whistles.’

Strategy Text & Flyer Maintenance

Access regular strategy text and flyer maintenance to ensure you meet your obligations. Empower your practice with the Opex Knowledge Portal.

 

 

 

The right solutions for your type of business.

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

What is it?

Cost effective solution covering a Fact Find and SOA wizard. The ‘Plug and Play’ solution gives you quick access to a robust and simple advice solution that still allows you to meet your AFSL obligations. Opex maintains and enhances the strategy content regularly and in line with regulatory updates or changes.

What do I need to get set up?

OPEX SUBSCRIPTION
Your business will need to be on our current standard Opex subscription service to retain access to this solution.

XPLAN LICENCE(S)
For the most part, Xplan’s Hardware Hosting and Client Focus are all you need. If you’re doing the modeling and portfolio administration for your business, you’ll also need the relevant modeling tools in Xplan – IPS Portfolios & Market Data, WealthSolver Super & Pension, Xtools+, Xtools, Risk Researcher.

Can I get a free consultation ?

Absolutely! Have a chat with our friendly staff about what solutions will best suit your business.

Do you offer support ?

Our friendly staff will be there every step of the way including training and ongoing support.

How do I request the solution?

It is as easy as entering your details in the form on the right.

If you are already on an Opex Subscription you can still use the form below or login to your Zendesk and submit a request.

Alternatively you can send an email to support@opexconsulting.com.au

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