Are you tired of feeling like Xplan Notes are taking over your life? Do you wish there was an easier way to manage this essential aspect of your financial planning practice?
We know that managing Xplan Notes can be a real headache. That’s why we offer a comprehensive off-the-shelf service that includes our best practice recommendations for how to set up best practice types and subtypes, as well as over 50 Note templates.
But we don’t stop there. We also consult with you on the ideal approaches, submit a final template set for your approval, and fully implement them within your site on your behalf. That means you won’t have to lift a finger!
But the real benefits of our Xplan Notes consulting service go even deeper. Here are the top three reasons to choose us:
Save time: With our fully installed suite of templates, you’ll have everything you need where you expect it to be. No more wasting time searching for the right template or wondering if you’re doing it right. With our service, you can get up and running with Xplan Notes quickly and easily, freeing up valuable time for you and your team.
Improved compliance: An orderly record not only reflects well on your business at audit, but also makes it easier for your team to do the right thing and make record keeping as easy as possible. With our best practice recommendations and expert consultation, you can be confident that your Xplan Notes will meet compliance standards and be audit-ready.
Professional execution: We make it all a reality for you so you don’t have to. With our complete project management, review of your data, restructure, consultation on best practice, execution, training, and change management support, we handle everything from start to finish. You just need to attend our meetings and we’ll do the rest of the job for you. And if you have additional templates you want included, we’ll implement those too!
To best suit your needs, we have created two package options for you to choose from, outlined below.
Basic package: Templates only
$990 incl. GST
Fully installed suite of templates, giving you everything you need to get started with Xplan Notes.
You’ll have access to over 50 Note templates, as well as our insights for setting up optimal types and subtypes.
With this option, you can get up and running with Xplan Notes quickly, easily, and at a fraction of the cost it would take to recreate the wheel yourself.
Pro package: End-to-end roll out
From $2,200 incl. GST
Complete project management, review of your data, restructure, consultation on best practice, execution, training, and change management support.
We handle everything for you, making sure that your Xplan Notes are set up to meet your specific needs and that your team is fully trained and supported throughout the process.
This option is perfect for more mature firms with legacy issues or those who want a comprehensive solution for their Xplan Notes needs.
No matter which option you choose, you can be sure that you’ll receive professional execution from our team of experts. With our focus on improving compliance, you can be confident that your Xplan Notes will be orderly, accurate, and audit-ready.
Ready to finally get this off your to-do list and just have it done right the first time?
Simply complete the form below or book a chat to learn more about our Xplan Notes consulting service and start streamlining your financial planning practice like a boss!
But don’t just take our word for it. Check out our blog article on taming process entropy to see how we approach complex challenges with a down-to-earth and practical approach.