Planlogic | Review Solutions

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Review Solutions

ACCURATE, COST EFFECTIVE AND TIMELY

BETTER USE OF YOUR TIME

Our team can assist with your review meetings by compiling review presentation documents, RoAs and rebalance application forms. We also complete your Fact Finds and conduct ancillary tasks related to reviews (FMQ calls, TPA forms, fee disclosure statements etc.).

SoAs
Completed

10K⁺

Practices
Partnered with

100⁺

Advisers
Assisted

200⁺

RoA Solution

An immediate review solution where we will complete your ROAS as per the following process, turnaround times and pricing

Average cost per RoA : $75

Process

Complete the ROA Request Form (2 Pages)

Provide Xplan access to the client

ROAS completed and sent back as per turnaround times

Turnaround Times

3Business Days

5Business Days

Simple ROAS Standard ROAS

Comprehensive ROAS

Dedicated Review Solution

WHATS INCLUDED

Dedicated Team Member

7 hour work day
Basic training completed on
- Fact Find Updates
- Reviews
- Client Service Agreements

Dedicated Account Manager

Centralised management for teams of 2 or more
A single point of contact

Learning Curve

Structured process to hand over tasks
Training period of 4-8 weeks depending on complexity
In-depth monitoring of efficiency and accuracy on a weekly basis

Centrally Managed Workflow System

Submit and monitor tasks online
Visibility of workflow
Average handle time (MT's) calculated to ensure optimum resource utilisation

Our team would require Xplan and any other logins to be provided by the practice.

PROCESS TO GET STARTED

Initial meeting

Business documentation

Determining resource requirements

Setting up workflow systems

Training and learning curve finalisation

Handover of tasks

Customer Testimonials

FRONTIER FINANCIAL GROUP

G'day team, I just wanted to thank you all for your continued hard work during this strange, trying time. Yesterday marked the end to a month where we all started working from home but also a month where you completed the most reviews FFG has ever completed in a single month! Completing 158 reviews was impressive, but what I really think you should be proud of is that 98% of the reviews were perfect, no edits needed! Another record. So here's a big pat on the back and a COVID-19 compliant handshake on doing an awesome job, when others may have taken the opportunity to sit back and relax. Well done.

RI WIDEBAY

I would like to take the opportunity to say thank you for the continued quality output being provided. It is appreciated that your communication is always excellent and you are always aiming to achieve a positive outcome from the feedback provided. I am very happy with our relationship with Planlogic and look forward to continuing to progress this in the future

Bridges - Lake Macquarie

We would like to thank you for all the hard work and assistance your team have provided our practice over the last approx. 9 months. Your team have been excellent to work with and have always provided us with high quality documents.

Got a question?

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Getting in touch is easy. Give us a call or send us an email with questions or comments. We would love to hear from you, whether you’re interested in working with our team or pursuing a career with us.