AFSL App

The AFSL App solves everyday problems for financial planners. Leverage Xeppo as your internal AFSL compliance database. Tracking, at scale, whether a business is fulfilling its obligations, isn’t as simple as it should be. Until now.

AFSL App assists you with effective management of your advisor information. Grow and thrive, with the confidence that you’re operating within the regulations.

The software that solves everyday problems

Our AFSL App is designed to make complex AFSL record keeping methodical and efficient. As a responsible manager, feel confident that your team is maintaining accurate information at all times.

Combined with Xeppo’s robust CRM interface, AFSL App makes all of your team’s jobs easier whilst driving compliant outcomes.

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AFSL Specific Requirements

Enjoy an efficient, intuitive interface that’s easy to understand.

Audit Compliant

Maintain key data points across practices & advisers, easily accessible in case of a request for information from ASIC.

Business Reporting

Complex data entry available for audits, breaches, complaints and professional information (including CPD points).

Key Features

Create and manage adviser information through registers such as:

Adviser and Practice specific data
Audit
Incidents/Breaches
Complaints
Professional Development (including CPD points)

Reporting:

Filter, search, display and export AFSL related data
Easily query and analyse AFSL data for business reporting

Simple and streamlined…

FAQ’s

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

What do I need to get set up?

XEPPO SUBSCRIPTION
Your business will need to be subscribed and set up with Xeppo. To sign up to Xeppo Click Here.

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