Harnessing the power of data and analytics in X-Plan for advice firms

We’re thrilled to share a white paper we’ve developed in collaboration with BetaShares, focusing on how small to medium financial planning practices can get more out of their data and analytics in Xplan.

Working alongside Damon Riscalla on this was fantastic—his insights and industry expertise made for a valuable and practical guide that we hope will help financial planners turn their data into a real asset.

Whether you're looking to improve efficiency, enhance client engagement, or gain better visibility into your business, this paper offers practical steps to leverage data effectively.

https://www.betashares.com.au/files/collateral/PracticeDevelopment/Betashares-Pentify-Data-Analytics-X-Plan.pdf?utm_medium=organic&utm_source=google&utm_campaign=google&utm_term=google&utm_content=google