Best Practice Template Kit (Wealth)

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.

What's included

• 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:

The Benefits

• 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

Fees

• 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

• Activities
• Projects
• Formstack Documents 

Provided by Opex Consulting Pty Ltd