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MyNextAdvice will shortly complete an integration with XPLAN and has recently released new features designed to encourage client feedback. It also supports the Finance Broking community.
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| End User | Planners |
| Advice Process Steps | Review |
| Benefits | Identify growth opportunities Process efficiency Engagement uplift Time saving Cost to serve reductions Compliance benefit |
| Cost per user per annum | Under $500 – $999 |
| Time saving per client | 1 – 3 hours per client |
| Cost saving per client | $501 – $1000 |
| Integration | XPlan |
| Website embedding | Possible future development |
| White labelled | Not yet |
| System prerequisite | Requires internet access |
| Single sign on | No |
| Data storage | All client data is collected and securely stored in Australia. We store client’s first and surnames, email address and survey responses. |
| Privacy standards | Australian Privacy Principles |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | The Advice Exchange, AMP, Bridges, Charter, Madison, Elston |
