Planfocus Consulting
Information Technology & Services - Sydney, New South Wales, Australia
Planfocus Consulting Employees
Planfocus Consulting Details
With over 25 years working in advice and technology, we understand the compliance and automation issues hindering the growth of small and medium AFSLs.XPLAN ManagedPlanfocus offer a fully tailored managed service including advice templates, fact finders, reviews, reports and configurations backed and supported by a senior team of analysts and consultants. Get the maximum value from your XPLAN licence fees & fully utilise its capabilities. A ready to go advice framework for XPLAN usersAdvice AdminAccess our experience! Our flexible admin resources can help you scale up when you need it, and scale down when you don't. Our Advice Admin team has more than 20 years each supporting advisers and advice practices.Outsource your admin to Planfocus and get back to businessAdvice CTOFor licensees without a fulltime CTO or technology manager, the Advice CTO provides a turnkey fintech ecosystem plus the operational strategy and program management you need to build and manage your technology stack.Get ready for tomorrow's advice.
Planfocus Consulting Technologies
Email Providers
Outlook
Domain Name Services
NSOne
CMS
WordPress.org
Tag Management
Google Tag Manager
Hosting
Amazon AWS
Other
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