A focus on process automation is providing enormous benefit for practice efficiency. Using a whole of client CRM perspective and servicing across integrated financial service offerings with existing features of embedded and automated SMS, email marketing, document management. – Existing integrations with google and microsoft suite of services, and advice production tools.
| End User | Advisers |
| Advice Process Steps | Scope Goals Assessment Implementing Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
| Cost per user per annum | Under $499 |
| Time saving per client | More than 3 hours per client |
| Cost saving per client | $501-$1000 |
| Integration | COIN and XPlan |
| Website embedding | No |
| White labelled | Yes |
| System prerequisite | No |
| Single sign on | Yes |
| Data storage | Stored on Australian enterprise-grade servers. Client personal information, file notes, adviser information, client revenue, product holdings, documents, and lots lots more. |
| Privacy standards | Australian Privacy Law |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | 60 major institutional and small scale AFSLs |