Thank you for supporting AGBA and attending our 2018 Technology Workshop, brought to you in partnership with PlanFocus.
To view the PowerPoint presentation from the day click here.
As an AGBA member you'll have access to our Exclusive PlanFocus offer outlined below.
Starts April 16, 2018
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.
- 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
For more information please email email@example.com