Jodie Moir's Contact Details

Jodie Moir's Company Details

Abracadabra Business Services

Perth, Western Australia, Australia • 2 Employees
Financial Services

Abracadabra Business Services has created a Workflow Management System within XPlan which boosts efficiencies and profits for Financial Planning practices.With over 45 years of combined Financial Planning industry experience, 15 years of which involved operating our own successful Financial Planning practice, we know exactly what is required to create an efficient, compliant & extremely profitable business and understand the tools necessary to achieve this.In the design of the Abracadabra Workflow Management System, we have drawn on our extensive experience in developing systems using both VisiPlan & XPlan which were successfully utilised for the day to day operations of our financial planning business.The Abracadabra Workflow Management System is a comprehensive, end to end system covering all aspects required for the efficient operation of a financial planning business including an inbuilt Procedure Manual documenting each process. By creating a universal system, we have negated the need for businesses to articulate their day to day processes and then translate this into an efficiently operating system within XPlan. The Abracadabra Workflow Management System is ready for immediate integration into any financial planning practice with minimal disruption to the day to day operations. The capability to customise it to an individual businesses unique offering if required, was also paramount in the design. "Those who don't believe in Magic will never find it…" (Roald Dahl)