Best Practice Template Kit (Wealth)
Best Practice Template Kit is a service that provides a comprehensive range of pre-built Xeppo components to fast track your implementation as well as ongoing upgrades for any financial planning practice.
- Document App additionals
- Standard document category (folder structure)
- Pre-coded Email and Document templates
- Refer to attached sample Review report as an example of quality of document
- Sample list of templates included:
- Activities App additionals
- Standard Category and Sub-Category structure
- Suite of pre-built Project Templates
- List of standard project templates:
- Start with a great base of workflows and templates to run your practice within Xeppo
- Pre-coded emails and document to support client processes.
- Pre-Project templates are asy to tailor and make your own
- Subscribe to Formstack Documents to tailor and build email and document templates
- Standard setup fee is $500 ex GST
- Includes configuration and setup
- introductory training
- Monthly fee of $195 ex GST
- Includes 200 merges per month (Formstack documents)
- ongoing updates and maintenance
Related Xeppo Apps / Feature
Provided by Opex Consulting Pty Ltd
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