The team at Opex Consulting have years of experience delivering highly effective and proven solutions using XPLAN.
Our goal is to use this experience to benefit your business. We have developed and implemented XPLAN solutions for numerous high profile dealer groups and own AFSL operators. In the majority of cases we find that licensees and their practices are not getting the most of XPLAN.
Real productivity gains
Working in partnership with your business we can deliver real productivity gains in key areas of your business. Implementing our easy to use Advice solutions we have reduced plan production time by at least 25%.
Looking for a hosted solution?
We know how complicated XPLAN can be. The skills and experience needed by your business to support and administer XPLAN on a daily basis consume valuable costs and time.
What you need to know.
We migrate you to our XPLAN site, maintaining your independence and confidentiality.
More importantly you have access to friendly support staff, can still tailor the site to your needs.
No contracted time frames and you still maintain your freedom.
Help when you need it.
We’ll give you direct access to friendly and highly trained support staff. We are your single point of call when it comes to anything XPLAN. We have a support team available to assist you Monday-Friday 9am-5pm AEST.
Looking for a Managed Solution?
For many, the concept of moving your XPLAN site is too much. Particularly for those who have been with XPLAN for many years, with significant amounts of data or have done some tailoring.
Ready to go XPLAN solutions
We have a comprehensive range of XPLAN pre-built advice solutions for all aspects of your business. Importantly they are easy to use and configurable to meet your specific requirements.
- Pre-Appointment and Review Questionnaires
- Fact Find Wizards (Comprehensive, Risk Only & Business Risk)
- Advice Constructor Wizards (SOA, ROA and Strategic Review SOA)
- Bulk Review Report and Bulk ROA Wizards
- FDS and Opt-In Wizard
- Accountant Limited SOA solution
- Investment and Insurance advice solutions
- SMSF advice solution