An email can be added as a Note in the Document Library simply by sending or forwarding an email to an Xplan email address. Click this site http://www.specialistpmc.com.au/ for more information on Xplan. Xplan email addresses are available for Clients and Users. The system matches emails based on set criteria, and attaches the email as a file note to the correct entity.Follow us https://xplantips.wordpress.com/

1. XPLAN
Specialist PMC is a business that answers your Xplan and
administration needs. We can offer a wide range of business
support to Financial Planners to ease the paperwork overload and
let you get on with driving your business.
For Financial Planners the XPLAN system is a powerful tool helping advisers
reduce their administration stress and allow them to run their businesses
more efficiently.

2. Effective XPLAN System
Specialist PMC are able to:
 Allow you to concentrate on client service and leave the system issues to us.
 Give you prompt service with quick turn around on projects.
 Give you access to Xplan trained consultants with an extensive understanding
of Financial Planning requirements.
 Customise templates, ongoing site administration, data feed management and
testing of new upgrades – plus so much more.
 Provide assistance in creating a business that works smarter not harder by
developing a relationship that can identify areas that could be streamlined to
increase productivity.

3. XPLAN Tips - Creating Client Group
When your company engages a new client, the first thing you probably do is create
them as an individual entity in Xplan. Depending on the client, this may or may not
be the only entity required. Some clients have numerous related entities including
companies, trusts, superfunds etc.
Once you have created all of the additional related entities in Xplan, users want to be
able to find and view all of these entities in a simple and quick manner. Xplan have
created a great feature called Client Groups.
Client Groups allow you to link to all associated entities to each other, which you can
view as a Relationship Tree.

4. Xplan Customisation Options
We are often asked what are some key areas of Xplan that you find all
businesses implement and didn’t realise Xplan can do, however that is not
an easy question to answer as Xplan has various customisation options
and every practice runs just a little bit differently. It is just like not everyone
uses the same apps on their Smart Phone. And you all don’t use
XPLANtouch, Social Media to engage with clients or Dropbox to store your
client files.
The team at Specialist PMC all come from a Financial Planning or Business
management background and can provide advice on how Xplan can best suit your
business, not just customising as per your request. If there is a more efficient way,
we will let you know.
Any questions regarding the customisation of Xplan to suit your business
requirements please contact us at www.specialistpmc.com.au or use our "Book a
Phone Meeting" tab and you can be on your way to building a better business.

5. specialistpmc.com.au
XPLAN
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