Enzumo have released a Goals Based Advice Wizard for Xplan in 2018 which is now used in over 80 licensees and institutions. Enzumo have also developed an SOA solution for XPLAN Prime. It is expected that in 2019 a new business intelligence data solution using Tableau will be released.
| End User | Advisers |
| Advice Process Steps | Scoping of advice Goal identification SOA preparation Review |
| Benefits | Goals based SoAs through Xplan Process efficiency Time saving Cost to Serve Reductions Compliance Benefits |
| Cost per user per annum | Fees are charged at practice level and vary depending on size |
| Time saving per client | Assessed at over 3 hours per client |
| Cost saving per client | $501 – $1000 |
| Integration | Chant West XPlan |
| Website embedding | No |
| White labelled | Yes |
| System prerequisite | Must have your own instance (site) of XPlan |
| Single sign on | Not applicable |
| Data storage | Data is stored through IRESS |
| Privacy standards | View our privacy statement |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | We have over 100 AFSLs (IFA, Mid-tier and Institutions) that use our templates. This information is available on request. |