Planfocus Consulting

With over 25 years working in advice and technology, we understand the compliance and automation issues hindering the growth of small and medium AFSLs. XPLAN Managed Our comprehensive range of integrated advice solutions, reports and presentations delivered and supported by an experienced team using your very own XPLAN site. XPLAN Hosted A fully integrated XPLAN centric advice ecosystem with all the configuration, optimisation and setup already done. Just log in and go! Advice Admin Access our experience! Our flexible admin resources can help you scale up when you need it, and scale down when you don’t. Our Advice Admin team has more than 20 years each supporting advisers and advice practices. Outsource your admin to Planfocus and get back to business Advice CTO For licensees without a fulltime CTO or technology manager, the Advice CTO provides a turnkey fintech ecosystem plus the operational strategy and program management you need to build and manage your technology stack. Get ready for tomorrow’s advice.