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Strategy Content

Access over 125 strategy texts and 60 flyers to integrate with your existing advice solution. Save time preparing assets for risk management, cash flow and debt, superannuation, and retirement income streams. Transform your estate planning, SMSF, social security, and aged care content library. Pull from these professional assets for client communications. 

Content templates for all finance advice areas

The content is updated twice a year and with new regulatory changes. Xplan users or financial professionals with template wizards who require content will benefit from this service. As an Xplan add-on, this finance technology saves your valuable time.

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Strategy Text and Flyer Library

Our Library covers Risk Management, Cashflow Management, Debt Management, Superannuation, Non-Superannuation, Retirement Income Streams, Estate Planning, SMSF, Social Security and Aged Care

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

FAQ’s

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

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

Do you have a solution that does more?

Yes, we suggest you look at our Opex Suite or Advice Essentials solution.

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