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for your type of business
Let us help you build and sustain a future proof technology platform to underpin your AFSL obligations and Practice operations.
Find Out More Feeling overwhelmed? The Assent App helps AFSL, practice, and advisers manage service agreements and client fee consent obligations. Let us help you streamline and automate this process. Find Out More We're here to help... Gain efficiencies within the Opex Solution and we'll show you how to utilise technology to improve your operations. Find Out More TIRED OF FORMATTING
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ADVICE SOLUTIONS

Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates, and Strategy Content

CRM

Xeppo allows integration of numerous software and connects your Data to help you manage and grow your business effectively.

CONSULTING

Let us show you how our clients gain efficiencies within the Opex Solution and how you can utilise technology to improve your operations.

PAYMENT SERVICES

We provide revenue processing options including sourcing your data files, processing, reconciliation and Revenue Insight Reports.

WE ARE OPEX CONSULTING

We’re an innovative Fintech company, based out of South Australia, focussed on supporting and creating simplified solutions for Finance professionals.

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Kelly was an amazing support throughout our CommPay onboarding process! Give that lady a raise!

Kelly-Anne Mellor
SENIOR REVENUE PROCESSING OFFICER

Kierren, has been very professional and was able to assist me with all my queries in a knowledgeable and friendly manner. Thanks much for your assistance.

Kierren King
Client Service Officer

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.

Jared Tallent
Client service officer

Prompt response and solution. Jason has been helpful ever since, appreciate his willingness to assist us with our requests. Great team.

Jason Strazds
CLIENT SERVICE OFFICER

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

Jason Hempel
MANAGED SERVICES MANAGER

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!

Jake Richardson
CLIENT SERVICE OFFICER

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.

Aleisha Laing
CLIENT SERVICE OFFICER

Vipin sorted the issue really quickly which I am grateful for. I appreciate the assistance.

Vipin Kothari
CLIENT SUPPORT OFFICER

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.

Ketan Khanna
CLIENT SERVICE OFFICER

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.

Ketan Khanna
CLIENT SERVICE OFFICER

Kapil was a great help in setting up  PATHWAY and getting data.

Kapil Kamat
REVENUE PROCESSING OFFICER

Kierren is always helpful. His explanations are thorough and never condescending. It is a pleasure to have someone on hand that can guide you through the minefield of data feeds to a successful outcome.

Kierren King
Client Service Officer

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.

Jake Richardson
CLIENT SERVICE OFFICER

Teriffic support from Michael – Provided great visual aids for me to be able to save hours- Thanks Michael much appreciated

Michael Farina
CLIENT SERVICE OFFICER

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.

Jason Strazds
CLIENT SERVICE OFFICER

Kelly is fantastic to work with. Always helpful and makes our monthly commission run seamless.

Kelly-Anne Mellor
SENIOR REVENUE PROCESSING OFFICER

Problem solved quickly and efficiently.

Mark Tiller
Client Service Officer

Kieran replied very quickly with exactly what I needed. Thank you.

Kieran Evans
PAYMENT SERVICES MANAGER

Jason was very helpful and provided alternatives that we were not aware of and have now decided to use one of these alternatives.

Jason Strazds
CLIENT SERVICE OFFICER

It was a quick and easy fix.

Michael Farina
CLIENT SERVICE OFFICER

Kelly was very good at keeping us on track and assisting us through the transition of our commissions and payments.

Kelly-Anne Mellor
SENIOR REVENUE PROCESSING OFFICER

Wonderful service from Esther – top notch and great knowledge – easy to deal with:)

Esther Trevorrow
CONSULTANT

Thanks to Kris & Keiran for the support you have provided the CHG team! Much appreciated!

Kris Jeffery
SENIOR REVENUE PROCESSING OFFICER

Aleisha was very helpful and patient to walk through the issues I was experiencing in terms of resetting my password and getting locked out.

Aleisha Laing
CLIENT SERVICE OFFICER

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!

Jason Strazds
CLIENT SERVICE OFFICER

Appreciated the assistance provided by Jared. Polite, direct and achieved the desired result. Thanks Jared.

Jared Tallent
Client service officer

The guys I have spoken with today were hospitable, showed interest in solving the case and provided more than adequate support. We finally got in, super speedy and quick resolution.

Kierran King
Client Service Officer

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.

Mark Tiller
Client Service Officer

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.

Jason Strazds
CLIENT SERVICE OFFICER

Thank you so much for your assistance in the matter and resolving for future use.

Aleisha Laing
CLIENT SERVICE OFFICER

Its a good feeling that the general vibe of Opex staff are good listeners and eager to help every time.

Jake Richardson
CLIENT SERVICE OFFICER

Kierren fixed my problems with a friendly but efficient manner. Great Stuff!

Kierren King
Client Service Officer

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.

Jason Strazds
CLIENT SERVICE OFFICER

Excellent service from Vipin. Vipin helped resolve the issue with the logon to Xplan and I am all set now 🙂

Vipin Kothari
CLIENT SUPPORT OFFICER

Helpful and proactive!

Kelly-Anne Mellor
SENIOR REVENUE PROCESSING OFFICER

Jake was a great help today – very efficient and problem fixed quickly.

Jake Richardson
CLIENT SERVICE OFFICER

Aleisha was very helpful and thorough.

Aleisha Laing
CLIENT SERVICE OFFICER

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.

Jared Tallent
Client service officer

I think I have sorted out the projections, but wouldn’t have got there without Jason’s help – thank you!

Jason Strazds
CLIENT SERVICE OFFICER

***** 5 star service from Vipin. Thank you

Vipin Kothari
CLIENT SUPPORT OFFICER

Kierren worked through a messy transfer of holdings with skill and persistence.

Kierren King
Client Service Officer

Thanks for your help this morning. I really appreciate your help.

Mark Tiller
Client Service Officer

Than you Jake for taking the time to workshop this for me whilst we were on phone call very helpful

Jake Richardson
CLIENT SERVICE OFFICER

Jason was very friendly and helpful – pursuing the issue to resolution.

Jason Strazds
CLIENT SERVICE OFFICER

The matter was resolved quickly. Thanks

Kelly-Anne Mellor
SENIOR REVENUE PROCESSING OFFICER

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.

Mark Tiller
Client Service Officer

Keiran has been an exceptional help to me with sorting out our datafeeds.

Kierren King
Client Service Officer

Excellent service, prompt attention, much appreciated thank you…

Aleisha Laing
CLIENT SERVICE OFFICER

Jared has been very accommodating and helpful through the process of realigning everyone’s XPlan licences within our group.

Jared Tallent
Client service officer

Jason was very helpful and spent a long time with me. He was very patient and knowledgeable. Thank you very much!

Jason Strazds
CLIENT SERVICE OFFICER

Kierren was very helpful and patient with me as he helped me resolve some Xplan mapping issues over the phone. Thanks again for your time, it’s very appreciated.

Kierren King
Client Service Officer

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!

Mark Tiller
Client Service Officer

WE CREATE APPS FOR XEPPO

Our CRM apps integrate with Xeppo to give you further control and access to client data.

Learn More

Get more out of Xplan

We make you ultra productive with our easy to use ‘Plug and Play’ advice solutions, that still ensures you to meet your AFSL obligations.

  1. Getting Started

    Let us know all your troubles and frustrations so we can provide you with the best solutions for your practice.

  2. Integration

    Our Client Success Team will be there every step of the way to ensure integration runs smoothly.

  3. Training & Support

    We will train you in all aspects of how to use our solutions effectively and be there whenever you need us.

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Create. Innovate. Transform.

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…

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