Australia’s leading Xplan Project & Support Team
With decades of combined financial services experience offering industry-leading service, PDX is the first choice for boutique small firms, dealer groups & full service practices offering Australia's best Xplan helpdesk, Xplan support and custom Xplan projects.
What we do
MASTERCLASS
Join us for a transformative Masterclass designed to revolutionize your financial advice processes. Led by Jessica Lamb from Practice Dynamix, an expert in Xplan integration and business optimisation, this intensive program will elevate your practice to new heights of efficiency and effectiveness.
Over the course of three days, we will delve deep into your workflow, leveraging the power of Xplan and other technology suites to enhance marketing, client interaction, workflow management, and data mining of client opportunities.
CONSULTING
With decades of experience in the Financial Planning industry, and experience working with over 350 advice practices around Australia, the team at Practice Dynamix can take your business into the future.
Utilising the power of technology, integration of sound business processes, and up skilling of staff you can increase your productivity whilst decreasing your administration burden.
