We help Advice Experts use Technology to Grow
The team at Enzumo is the largest and most experienced independent XPLAN consulting group in Australia, providing XPLAN customisation and support across the country.
The experience we’ve gained from our first hand knowledge of working with large and small organisations, means we deliver solutions to dealer groups and financial planners that meet their needs for efficiency, return on investment and business growth.
Client Builder
Our fact finding solution, which supports simple and complex client data collection, built around a single flexible template - all powered using XPLAN.
Advice Builder
A master toolkit of specially crafted advice templates, plus strategy and product text libraries, designed to assist you with fully utilising XPLAN research and modelling functionality.
Review Builder
A comprehensive review report template, which includes the client's situation, goals, past advice, portfolio performance and market commentary, all in an engaging presentation format.
Create efficiencies through automation
In order to grow your business and increase profits, you need to scale and automate. Our Practice Management Suite will get you to efficiency nirvana. Get best-of-breed business workflows, pipeline reporting, FDS and Opt-in reporting technology implemented so create efficiencies and reduce risk.