Planfocus Consulting Information

Planfocus helps self-licensed advice practices get more out of their advice technology, so they can scale the business and spend less time on workarounds and rework. We work closely with practice owners and their teams on the systems behind great advice, not just implementing XPLAN, but making sure it's configured the way the practice actually works. What we do: → Blueprint - a managed advice framework built for XPLAN, so SOAs and ROAs get produced faster without changing what makes your advice good. → AdviceStudio - present advice as something clients actually want to read. → Coremetryx - AI-powered analytics that help practices understand the business behind the advice. → Paraplanning - SOA and ROA support for practices that need the capacity without the backlog. → Practice Automation - small, purpose-built tools for the one task still eating your week. Practices using our framework are improving profitability and growing while spending more time on the work they enjoy. We're Australia-wide, self-licensed-practice specialists, and one of the country's more experienced XPLAN teams.