Catalyst Compliance is an independently owned niche provider of compliance and back office services to Australian Financial Services Licensees and Credit Licensees. Services include licence applications and ongoing compliance support, both ad hoc and via monthly contract.Read More...
Pathway, part of the Netwealth Group, provides XPLAN licensing and support including Pathway Model Office (Advice Document Templates, Work Flows, Threads and Wizards), technology consulting, Education (KAPLAN, PD Days, RM Training) and research, either as stand alone services or as service packages.Read More...
Fees vary dependent on the level of service required, with a 10% discount available to BFP members on technology consulting and Model Office.
Notes on Discounts:
- Discounts only apply where there are no other existing discounts are in place.
- Discounts for Model Office Licence fees apply only when more than three practices within the Licensee on the same XPLAN site utilising the software.
- Discounts do not apply for XPLAN Licensing Fees, Education and Research Services.