Project Templates: Financial Planning
Whether you are reviewing your current workflows or just joining Xeppo for the first time, our Project Templates from the Best Practice Toolkit provide you with a workflow suite designed to maximise automation, save you time and provide consistent outcomes. It can be hard to know where to start when reviewing your current processes and workflows, but we've done all the hard work for you! Each template can be customised to meet the specific needs of your practice.
Below is a high level view of the available templates. If you would like to know more, or want these templates added to your Xeppo portal, email us at support@xeppo.com.au. Please note your practice must be on our latest Platform Service Pack to access the Best Practice Toolkit products.
New Client Process |
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Considerations
It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:
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SOA Process |
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Considerations This process links to the following processes:
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ROA Process |
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Considerations This process links to the following processes:
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Implementation Process (Insurance) |
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Considerations This process does not utilise any merge documents or link to other processes. |
Implementation (Super/Pension/Investment) |
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Considerations This process does not utilise any merge documents or link to other processes. |
Annual Review - Initial Process |
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Considerations This is an Activity Template that links to the following processes:
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Annual Review (Appointment Booked) |
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Considerations This process links to the following processes:
It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:
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Annual Review (No Appointment Booked) |
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Considerations This process links to the following processes:
It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:
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Archive Client Process |
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Considerations This process does not utilise any merge documents or link to other processes. |
Want to know more?
Already have the templates and would like some useful tips to help you review and customise them? Click here to get started.
The above diagrams show each template at a very high-level view. If you are interested in the finer detail, or want to know more about using these templates for your practice, please send us an email to support@xeppo.com.au and we will be in touch to assist you. If you are on our latest Platform Service packs, and you are signed into the Support Centre, you can also access more information here.
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