In addition to our cornerstone process redesign work, we also provide the following off-the-shelf packaged services:
- Xplan Alerts Package
- Xplan Data Validation Report
- Xplan Note Structure and Template Package
- Xplan Review Report Package
- Advice Marketing Lead Magnet
- Calendly Setup Service
- Websites Built Specifically for Financial Advisers
- Comprehensive Statement of Advice
Importantly, these solutions empower you to streamline your business processes, reduce time-consuming tasks, and focus on nurturing meaningful connections with your clients.
In addition, you may contact us regarding the following packaged services:
- Technology Stack Review
- Client File – Pre-Audit Quality Check
- Xplan Access Level Review
- Xplan Data Extraction Report
- Xplan FDS Reporting
- Xplan Pipeline and Activity Reporting
- We also have the expertise to add value in areas of:
- Microsoft Word and Excel (including macro development)
- Marketing and design
- Xplan coding
- Xplan data repair
All we have to decide is what to do with the time that is given to us.
Gandalf, Lord of the Rings
Want to learn more about how we can help?
If you’d like to express interest in any of the above, please let us know by completing the form below or booking a virtual coffee.