Platformplus provides Australian financial services companies and planners with systemisation and automation.
For years, financial planners have been searching for one single system that can help them manage their client relationships and the day-to-day running of their businesses, as well as provide an automated financial planning platform.
A system that's easy to implement, use and maintain, that can be customised to their business needs now and that is scalable to support long term growth.
Platformplus provides Australian financial services companies and planners with systemisation and automation for controlling and growing their businesses in this rapidly changing environment.
Platformplus is an integrated business system that uses a combination of IT and business processes to provide a real competitive advantage.
The IT system is integrated around a single, web-based, central client relationship management system (CRM). It provides a standard operational platform for all planners, and simplifies the monitoring processes for licensees.
Platformplus is flexible - you remain in full control of everything from your data to your own look and feel.
Platformplus allows you to manage your business more profitably, giving you more control over your client base, and your future.