An introduction to the Opex and Xplan offering including a demonstration of the site presented by Paul Campbell, Director of Opex Consulting and Jaime Johns, National Practice Development Manager for Madison Financial Group.

Paul and Jaime provide a high level overview of the key features, inefficiencies and what the documentation will look like.

The following documents are referred to in the video tutorial and can be downloaded as PDF’s for your reference:

FDS-Optin Sample

Fact Find Sample – Multiple Entities

Review – ROA

Sample Advice Presentation v4

Sample 2 – Review Report v1.02 (12 2 2015)

Opex Sample SOA before

Opex Fact Find non-coded v1.15

For comments or questions please contact Jaime Johns

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