Paraplanning
OCS has been providing a Para-planning Service to the industry for over 7 years and successfully continues to do so using XPlan, VisiPlan and Coin software packages as well as assisting Advisers who have no software preference.
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Software Training
We are committed to providing training that is thorough, tailored yet exciting and interactive for our clients. We pride ourselves on being able to customise our time, agendas, locations and groups to meet all our clients' training needs. We guide and assist all people in training from the highly skilled to the 'not so technically inclined'.
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XPlan Adviser Support/Help Desk
Our helpdesk/support staff are experienced Para-planners & Administrators with extensive XPlan knowledge enabling our team to be able to provide not just software but relevant technical financial planning support as well.
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Template Coding
We can assist in several ways regarding your documents and templates:
Coding and updating of XPlan Templates
Threads templates
Wizard templates
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Software Evaluation
All software applications have their 'can and cant do's' along with their respective 'bells and whistles', but how do you know which would best suit you and your office?
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Business Documentation
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Initial Software Implementation and set up
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Recruitment
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