XPLAN Stream Offer

XPLAN Stream Offer Still Available!

From April 16, 2018, AGBA Members will have access to our Exclusive PlanFocus offer outlined below. 

This 12-month program provides AGBA members with collaborative group workshops designed to develop best practice usage of XPLAN for goals-based advice. In addition, participants will receive new and enhanced solutions for their XPLAN site to better support goals-based advice in their practice.

Inclusions

  • Installation of goals-based SoA, template, wizard and fact find
  • Advice template and wizard
    • Multi-entity, scenario based
    • Full advice SoA, RoA, risk only, SMSF, strategy only
    • A 117 strategy library
    • Branded to your firms look and feel
  • Fact finder (reverse fact find)
    • Tablet Compatible
  • Monthly users group workshop
  • Quarterly XPLAN enhancements
  • Training and tech support

Pricing (ex GST)

$3,750 Initial Installation fee

$550 per month* program fee

*fee based on 0-5 adviser site

 

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For more information please email info@goalsbased.com.au

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