Planfocus Consulting

🚀 XPLAN Shortcuts Too much clutter? You can easily hide the XPLAN chat window: 1️ Go to Preferences above the Quick Search box. 2️ Navigate to General in the left menu. 3️ Untick Show Chat under Interface Options. A cleaner interface for better focus! Note: User Settings – General permissions required. 🔗 More tips here >> https://lnkd.in/e9ST_D33    #XPLAN #Productivity #StreamlineWork #FinancialServices #XPLANShortcuts

At Planfocus, our goal is to provide you with the expertise and resources you need to grow and scale your business by fully utilising every aspect of the technology available to you. www.planfocus.com.au   #xplansupport #SydneyFinance #FinancialAdvisers

With XPLAN it can sometimes be tricky to get the best result! What’s your biggest challenge right now?  💬 Drop a comment or DM us—we’d love to hear from you!

🚀 XPLAN Shortcuts 📊 Searching for clients just got easier! Use prefixes in the Quick Search box to search by email, phone, or address: 📞 tel:04 finds phone numbers with "04." 📬 postcode:2000 finds clients in the "2000" postcode. 📧 em:gmail finds emails containing "gmail." 🏠 add:pacific finds street details with "pacific." Efficient and precise searches in no time! 🔗 More tips here >> https://lnkd.in/e9ST_D33 #XPLAN #Efficiency #FinancialServices #XPLANShortcuts #TechTips

As the year winds down, it’s the perfect time to reflect and prepare for a stronger 2025! 🎄💼 At Planfocus, we’re here to help financial advisers optimise their technology and streamline their processes. Whether you’re looking to start fresh or refine your systems, let’s ensure your advice technology is working for you, not against you. Get ahead for the new year—reach out today! 🔗 https://planfocus.com.au/ 📞 1300 361 973   #FinancialTechnology #AdviceTech #XplanSupport #SydneyFinance #TechSolutions

Get in touch today 🔗 https://planfocus.com.au/ 📞 1300 361 973 #Xplan #BoutiqueFinance #SydneyFinance #FinanceTechnology

🚀 XPLAN Shortcuts 📊 XPLAN feeling cluttered? Did you know you can collapse the navigation menu, just click the expand/contract button located on the left hand side of the menu.   More space, less clutter.   🔗 More tips here >> https://lnkd.in/e9ST_D33   #XPLAN #Productivity #WorkSmarter #FinancialServices #XPLANShortcuts

Get in touch today! 📞 1300 361 973 🔗 https://lnkd.in/eqmDkzPw

🖥️ XPLAN Shortcuts ⏰ Save time by bookmarking XPLAN in your browser! Go to your XPLAN home page, press ‘Ctrl + D’ (or ‘Cmd + D’ on Mac) to quickly add it to your favourites. No more wasting time typing the URL every time!   Simple, fast, and super efficient.    🔗 More tips here >> https://lnkd.in/e9ST_D33   #XPLAN #TechTips #Productivity #XPLANShortcuts #SydneyFinance

At Planfocus, we’re passionate about helping financial advisers stay ahead in a fast-evolving landscape. Our blog is a dedicated resource designed to empower you with: ✅ Strategic Insights: Stay on top of industry trends and challenges unique to Australia. ✅ Actionable Advice: Practical tips to enhance your practice and serve your clients better. ✅ Tools for Growth: Resources to streamline your planning and boost productivity. Whether you’re looking to navigate regulatory changes, strengthen client relationships, or refine your business strategies, our blog has you covered. 🔗 https://lnkd.in/eBq92EA3   #FinancialAdvisers #AustraliaFinance #BusinessGrowth #PlanfocusBlog