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