Creating systems to boost efficiencies
We understand advice businesses
After 15 years spent operating our successful Financial Planning practice and over 45 years combined involvement in the industry, we have a clear understanding of what is required to create an efficient, compliant & extremely profitable business and have created the tools necessary to achieve this.
Our personal experience as Advisers, Administrators and as Business Owners gives us a unique skillset which is an invaluable asset to any business looking to systemise their in-house processes.
The Real Magic is the Intel & Experience behind the system
We create Workflow Management Systems designed to boost efficiencies, reduce compliance risks and increase profits for Financial Planning businesses Australia wide.
ab·ra·ca·dab·ra \ ˌa-brə-kə-ˈda-brə \
"We create what we speak"
XPlan had been the thorn in our side for the past 10 years. The fact of the matter was that although the XPlan staff explain what it can do, none of them ever took the time to go through it practically. The licensee continued to promote its benefits without ever really offering a hands on solution. The XPlan BDM at the time even quoted “You’ve got a Ferrari, but you’re driving it in first gear”, yet lacked the skills to provide us with the practical solution to get to 5th!!!
When all seemed hopeless and we were resigned to the fact XPlan was a very costly data management system, we were introduced to Abracadabra and all of a sudden there was light at the end of a very long and expensive tunnel.
Within 12 months, our whole system made sense, reports finally worked, data feeds had integrity, FDS and Opt-In was accurate and threads/tasks became a daily part of our business. The staff embraced the new changes to the point where as an owner, I can check any client work and know exactly where it is at.
I would suggest that anyone who uses XPlan, and is unsure of any aspect of it, should contact Adam and Jodie to find out what the real benefits are and how you can implement them in your business. They are knowledgeable, easy going and having owned their own advisory business know exactly what financial planners want in a CRM end to end solution and will walk you through every step. Highly recommend these guys.
Phil Alvaro CPA, FChFP
Partner - Byfields Wealth Management
This is Jodie
Jodie wears her undies on the outside & secretly wishes she was Wonder Woman
This is Adam
Adam wears his undies on the inside & secretly wishes Jodie looked as good as Wonder Woman in lycra