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).
Get prompt responses from a friendly, professional and knowledgable support team.
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.
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.
Absolutely! Have a chat with our friendly staff about what solutions will best suit your business.
We know that sometimes staff don’t like change but you are essentially making their life easier through a clear, standardised approach to their work in Xplan. Our Customer Success training programme ensures they feel supported and empowered from day one. Plus new staff can quickly pick it up without being a burden on the existing team.
We know you’re busy and the thought of learning a new system can be daunting but we will be there to support you straight away with our face to face training programme with our experienced and friendly team. The Suite has been built from the ground up to make Xplan easier than you thought was possible. You can rest assured our products are supported on an ongoing basis by our Australian-based Helpdesk. Our Suite makes Xplan easier and more efficient for your team.
Our clients will tell you it is, when implemented via our standard process-driven onboarding journey, our customers receive excellent ROI with the Suite. A significant reduction in human input per advice document allows you to grow your business without fresh hiring. If you do take on new staff, they do not need years of experience with Xplan to be productive quickly and you constantly receive additional value through iterative upgrades to the product.
At the end of the day your clients come to you because you understand finance and what they need to do to achieve their long term and short-term goals. Our clients come to us because we understand financial advice and the technology tools Financial Advisers need to generate that advice efficiently and professionally.
Our friendly staff will be there every step of the way including training and ongoing support.
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
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.
Effectively it makes my life easier every day as it is always easier to run Opex Suite than building templates from scratch every time I run a statement of advice. For those businesses that don’t have a lot of hands on knowledge of template building and xmerge it is an invaluable consideration, although having someone external maintain templates
is a huge time saver.
Scott Z
