Solution introduction

Integration + Customisation To Suit Your Business

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.

  • Business Workflows: they save your practice time and money, plus mitigate risk, by automating many of the everyday advice and administration tasks - nothing will get missed
  • Pipeline Reporting: understand where you are in the advice process with each client, through insightful new business reporting
  • FDS and Opt-In Reporting: built around your service offerings, our FDS and Opt-In reporting uses service benchmarks to keep your delivery to clients on time and complaint.

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