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Opex Suite

Opex Suite is a complete range of wizards and templates to support your finance advice delivery. Integrating seamlessly with all key modules of Xplan, Opex Suite drives business efficiency. Reclaim the time you spend formatting documents, often not to your standard. Send forms with your branding, for a more professional client experience.

Opex Suite includes Advice Pack and Statement of Advice (SOA).

Never pay a paraplanner to format again

With Opex Suite, enjoy more flexibility within the standard Xplan solution. Personalise and bring your advice documents to life. Transform them into engaging, on-brand assets for your practice. These finance services templates are designed specifically to improve your business solutions.

Using Opex Suite, you’ll have access to ongoing enhancements to further transform your client experience. Run your business with the help of fintech.

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Advice Constructor Wizard

Safely store, update and review client data. Use Advice Constructor Wizard for SOA, ROA, and Strategic Review SOA. Create interesting, client-facing collateral using Strategy Flyer Wizard, FDS and Opt-in Wizard. Optimise your operations with Portfolio Report Wizard, Bulk ROA Wizard, Xtools and Output Wizard.

 

Templates & Assets Library

Smarten up your forms with over 20 best practice merge templates. Choose from a library of assets including client letters, insurance schedules, and list reports. Transform the look of your Statement of Advice (SOA) with client-focused language, images, infographics, and icons. Improve message delivery with enhanced content for recommendations, better position statement, and product comparison reports. 

Advice Pack


  • Fact Find (Comprehensive, Prospect and Review)

  • Advice Constructor Wizard (SOA, ROA, Strategic Review SOA)

  • Strategy Flyer Wizard

  • FDS & Opt-in Wizard

  • Portfolio Report Wizard (Client and bulk wizards)

  • Bulk ROA Wizard

  • Xtools + Output Wizard

  • 20+ Best Practice Merge Templates in our library (e.g. Client letters, Insurance Schedules, Client List Reports)

The Opex solution provides a comprehensive range of capabilities to support advice delivery


SOA


Provide your clients with the visually appealing and easy to understand Statement of Advice (SOA).

New features include:

  • Regular updates to our standard solution

  • Client focused language and layout

  • Images, infographics and icons

  • Enhanced content for Recommendations, Better Position Statement, Product Comparison Reports (Among Others)

FAQ’s

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

What is Opex Suite?

Opex Suite is our new and improved ‘pretty’ suite of standard Opex solutions you can use to manage your financial planning practice on Xplan. Other than the ‘pretty’ part, the key point of difference is that this enables us to provide ongoing enhancements and fixes to our standard solution. So your business can get our new bling and still put your personal stamp on our solution where it counts.

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

I am already an Opex client using Advice Essentials, can I upgrade?

You sure can and the good news is if you’re already on our Advice Essentials solution we can upgrade you for free at no extra cost and your ongoing charges will remain the same.

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