OUT SAUCE · SOFTWARE
Your environment, not ours.
YOU BRING THE SOFTWARE, WE'LL LEARN IT THE PRINCIPLE
We work in your environment.
Your paraplanning software, your file. The work happens on your side and we step into your world. The same paraplanners on every job, on time.
WHAT WE USE
Xplan, most common.
Xplan is our most common software. It's where the team is sharpest, and where most jobs run end to end.
Other platforms.
Open to discussion. Software fit gets confirmed in the firm qualifier before any work starts.
What we need from you.
A dedicated user login per paraplanner working on your jobs. Shared logins are not workable.
BEFORE WE START
Software fit, confirmed up front.
Every engagement starts with the firm qualifier. It confirms software, scope, and other preferences before we get started.
We'll make sure you have a signed confidential service agreement. Australian-hosted storage. Access logged. IT security in place.
OPEN THE FIRM QUALIFIER →