Enzumo specialises in financial planning software customisation across Australia and internationally.
We assist dealer groups and financial advisers to integrate financial planning software and create business efficiencies that contribute to client engagement, as well as revenue growth.
The team at Enzumo is the largest and most experienced independent Xplan consulting group in Australia, providing Xplan customisation and support across the country.
The experience we’ve gained from our firsthand knowledge of working with large and small organisations, means we deliver solutions to dealer groups and financial planners that meet their needs for efficiency, return on investment and business growth.
Our key services include:
- Xplan client portal
- Ongoing maintenance
- Practice support wizards
- Disclosure template wizards
- Data conversion
- Datafeed set up and management
- Custom feed set up and management
- Revex integration