Solution design and implementation project management
Advice Design & Development Solutions
Reverse Fact Find
Online Fact Find
Client Online Access
Full to Limited Statement of Advice (SoA)
Records of Advice (RoA)
Investment Portfolio Progress
Management and pipeline reporting
Administration & Configuration Support
Site administration support
Licence and capability management
Interface and field design
Workflow & Task Management
Automated leads process
Automated advice process
Automated campaign management process
Automated emails/letters process
Datafeed set up
Ongoing datafeed maintenance
System change management specialist
Technology that integrates with your existing business systems
XPLAN integration to your website
XPLAN integration to your advice tools
Reporting solutions that extract maximum information from your XPLAN data
XPLAN Solutions and Advice
Our XPLAN specialists have extensive hands-on implementing technology solutions into advice businesses. We work consultatively with both large and smaller boutique businesses to determine the optimal XPLAN solutions to meet their business needs. We assist clients who are new to XPLAN as well as those who want to expand and optimise their existing XPLAN solution.
The team behind YTML have enabled us to achieve a core operational objective. They have designed an advice solution to our requirements and assisted us to implemented a high quality, efficient process to deliver advice to our clients.
YTML’s flexibility allowed us to scale our resourcing according to the ever changing demands of FOFA. Their response was quick and delivery was always as promised. The people of YTML were a knowledgeable and trustworthy partner who helped us shape an optimal solution that allowed us to deliver to our legislation deadlines.
Warren Dunne - Head of Operations, Advice - BT Financial Group
YTML has provide us with a time efficient and affordable method to build a website that is interactive, professional in appearance, as well as being easy to administer. YTML’s response times are exceptional and they are willing to help whenever required.
YTML has exceeded our high expectations. Not only have YTML worked closely with us to engineer a solution to our complex review template issues, YTML has also guided us in terms of our software’s abilities and limitations. Without YTML’s experience and patience throughout the process we would never had discovered the capabilities and limitations of the software.
We appreciate all the extra hard work you have done recently on all three licensee websites and portals amidst the rush of the 1 Oct transition. Things have run very smoothly with the exception of a few teething issues which your team have been very quick to respond to.
The YTML group (ACN 142 689 683), is a leading advice, business and technology solutions partner that provides a wide range of innovative product solutions and professional advisory services to a substantial and diversified client base that includes the big 4 financial institutions, major dealer groups, corporations and smaller businesses.