Our services

We partner with industry leading companies to bring a range of technology, education and research solutions to dealer groups and advice businesses. Our team can help you choose and set up a range of solutions, manage and maintain services and support your staff with training.

XPLAN solutions

Our experienced team can help you set up, manage and maintain an XPLAN site. Whether you’re looking for a highly customised or a pre-built solution we’ll find the right option for your advice business. We’ll also provide staff training on your own site to help you make the most of your chosen XPLAN solution.

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AdviceTech technology

If you are looking to improve the way you communicate with your clients, we have a number of AdviceTech soutions for you. Hold online video meeting and sign documents with your clients.

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Professional development

Adviser training made easy. Through our partnership with Kaplan, we’ll help you identify adviser training gaps, set up individual training plans, manage your training register and help with Tax Practitioner Board compliance courses.

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Adviser education

Are your staff adequately qualified? Through the Monarch Institute we can help you register your staff for the Diploma of Financial Planning (RG146), Advance Diploma of Financial Planning and Tax (financial) adviser courses.

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Investment research

Give your advisers access to a range of research to help them provide quality investment advice to your clients. We can tailor a research plan for your business and manage your adviser access.

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