Our XPLAN Services
Practice, Technology & Advice Design
- XPLAN Health Check and Recommendations
- Advice Document Design Advice Process
- Design
- Business Process Improvement
- Customising XPLAN for your practice
- Solution design and implementation project management
Advice Design & Development Solutions
- Fact Find
- Reverse Fact Find
- Online Fact Find
- Client Online Access
- Full to Limited Statement of Advice (SoA)
- Advice Reviews
- Records of Advice (RoA)
- Investment Portfolio Progress
- Management and pipeline reporting
Administration & Configuration Support
- Site administration support
- Licence and capability management
- Corporate branding
- Site customisation
- Interface and field design
Workflow & Task Management
- Automated leads process
- Automated advice process
- Automated campaign management process
- Automated emails/letters process
Datafeed Support
- Datafeed set up
- Ongoing datafeed maintenance
- Datafeed troubleshooting
Implementation Training
- Training workshops
- System change management specialist
- Training guide
Integration
- 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.
Our Testimonials
About YTML
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.
Services Provided
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