Our solutions are designed to save you time so you can get back to doing what you love…
Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates, and Strategy Content
Let us show you how our clients gain efficiencies within the Opex Solution and how you can utilise technology to improve your operations.
We provide revenue processing options including sourcing your data files, processing, reconciliation and Revenue Insight Reports.
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!
Very happy with the service and assistance with this problem.
Recently, Jaspher Olanio has helped with quite a few datafeed issues and on each occasion he has been courteous and prompt to resolve the issue. Thank you Jaspher, keep up the great work.
Always fantastic support provided!
Thank you for making it so easy for us.
Estelle is the BEST!!!! She goes above and beyond and her knowledge is second to none! I really appreciate the help and guidance she has given me.
Kelly was an amazing support throughout our CommPay onboarding process! Give that lady a raise!
Prompt, friendly responses to my enquiries from Jaspher who obviously knew his craft.
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.
Prompt response and solution. Jason has been helpful ever since, appreciate his willingness to assist us with our requests. Great team.
Aleisha provided outstanding service throughout this entire project. This started 8th of October and there were many moving parts, back and forths, a user not knowing too much (me) and of course dealing with Iress… Aleisha was proactive, helpful, communicated any updates in a very timely manner and a pleasure to deal with. What would have otherwise been a painful and drawn out experience was quite the opposite.
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
I think Ketan did a wonderful job and I have been very pleased with the way I was treated today, he’s fantastic at answering my questions.
Kudos to Michael Farina for being so patient in investigating and addressing my case.
Although I can work with the linking after our call, he made sure to sort it during our call for me so I can proceed with the task I was doing.
He’s been very helpful. Cheers!
Kapil was a great help in setting up PATHWAY and getting data.
Thank you for the support on this occasion and to Michael and Jason for their never ending support and patience with me over the years. Never had a problem that they did not fix quickly and communicated every step. Thanks, guys and all at Opex.
Wonderful service from Esther – top notch and great knowledge – easy to deal with:)
Jaspher was more than helpful! So friendly and kind – he was genuinely interested in working through the problem with me and talked me through every step of the way. His instructions were clear and if there was anything he wasn’t sure of he double checked – he wasn’t trying to close the case and get me off the phone. Amazing!!!
Thanks to Jake for his support. He was thorough in his investigation of the issue, and was then very helpful in guiding me through the various steps in XPlan to get the issue resolved.
Teriffic support from Michael – Provided great visual aids for me to be able to save hours- Thanks Michael much appreciated
I have had to do a large number of requests over the last few weeks, and very happy with the service and response times to date.
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.
Kelly is fantastic to work with. Always helpful and makes our monthly commission run seamless.
Problem solved quickly and efficiently.
Couldn’t have done it without you! Thank you very much. We have now prepared the SoA to send out – he’s delighted.
Jason was very helpful and provided alternatives that we were not aware of and have now decided to use one of these alternatives.
It was a quick and easy fix.
Kelly was very good at keeping us on track and assisting us through the transition of our commissions and payments.
Thanks to Kris & Keiran for the support you have provided the CHG team! Much appreciated!
Aleisha was very helpful and patient to walk through the issues I was experiencing in terms of resetting my password and getting locked out.
Jason kept me informed every step of the way and exhausted all possible avenues until my query was fully resolved. Keep up the great help and support!
Appreciated the assistance provided by Jared. Polite, direct and achieved the desired result. Thanks Jared.
The customer service I received from Jaspher was very good, he spent a lot of time on a very frustrating issue that I had.
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.
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.
Thank you so much for your assistance in the matter and resolving for future use.
Its a good feeling that the general vibe of Opex staff are good listeners and eager to help every time.
Jaspher took ownership of the issue and followed it to its successful conclusion. What a champion!
Jason was very helpful and patient with me 🙂 he gave me step-by-step instructions on how to fix the datafeed problem should I encounter one again in the future.
Helpful and proactive!
Jake was a great help today – very efficient and problem fixed quickly.
Aleisha was very helpful and thorough.
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.
I think I have sorted out the projections, but wouldn’t have got there without Jason’s help – thank you!
Thanks for your help this morning. I really appreciate your help.
Than you Jake for taking the time to workshop this for me whilst we were on phone call very helpful
Jason was very friendly and helpful – pursuing the issue to resolution.
The matter was resolved quickly. Thanks
Thanks so much Mark. Really good service as always and appreciate you taking the time to answer all my questions. I know I give you guys a bit of a working over but I ‘m not always looking just for the answers but also understanding how it all works and flows through so that I can do it myself where necessary.
Excellent service, prompt attention, much appreciated thank you…
Jared has been very accommodating and helpful through the process of realigning everyone’s XPlan licences within our group.
Jason was very helpful and spent a long time with me. He was very patient and knowledgeable. Thank you very much!
The transfer was efficient, seamless, on point and with communication all through. It has been refreshingly shocking especially after our previous horrible, messy energy-depleting licensee transfer.
I was skeptical to begin with. Now am just in awe of the efficient support received. Well done Opex!
We make you ultra productive with our easy to use ‘Plug and Play’ advice solutions, that ensures you to meet your AFSL obligations.
Let us know all your troubles and frustrations so we can provide you with the best solutions for your practice.
Our Client Success Team will be there every step of the way to ensure integration runs smoothly.
We will train you in all aspects of how to use our solutions effectively and be there whenever you need us.
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…