1. Home
  2. 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
01
Complete the ROA Request Form (2 Pages)
02
Provide Xplan access to the client
03
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
01
Initial meeting
02
Business documentation
03
Determining resource requirements
04
Setting up workflow systems
05
Training and learning curve finalisation
06
Handover of tasks
Customer Testimonials
Got a question?
Let’s Talk About Growing Your Business.
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.