{"id":16,"date":"2022-07-04T08:50:20","date_gmt":"2022-07-04T08:50:20","guid":{"rendered":"https:\/\/qwrk.com.au\/?page_id=16"},"modified":"2023-05-09T07:49:36","modified_gmt":"2023-05-08T23:49:36","slug":"software-services","status":"publish","type":"page","link":"https:\/\/qwrk.com.au\/services\/software-services\/","title":{"rendered":"Software Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"16\" class=\"elementor elementor-16\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2ba1f60 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2ba1f60\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0820219\" data-id=\"0820219\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-69b5d28 elementor-widget elementor-widget-text-editor\" data-id=\"69b5d28\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p lang=\"en-AU\">Financial Planning practice efficiency is driven through smart technology. After analysing various software solutions in 2021, Qwrk Outsourcing (formerly SMSF Paraplanners) chose to partner with\u00a0<a href=\"https:\/\/fin365.com.au\/\" rel=\"nofollow noopener\" target=\"_blank\">Fin365<\/a>, to assist Financial Planning practices move to a CRM that delivers integration, simple customisation and advanced business intelligence.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cf7f26 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"9cf7f26\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"500\" height=\"166\" src=\"https:\/\/qwrk.com.au\/wp-content\/uploads\/2022\/10\/Fin365.webp\" class=\"attachment-full size-full wp-image-1658\" alt=\"\" srcset=\"https:\/\/qwrk.com.au\/wp-content\/uploads\/2022\/10\/Fin365.webp 500w, https:\/\/qwrk.com.au\/wp-content\/uploads\/2022\/10\/Fin365-300x100.webp 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e7802dd elementor-widget__width-initial elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"e7802dd\" data-element_type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-arrows-alt-h\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path 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class=\"elementor-element elementor-element-05910b2 elementor-widget elementor-widget-spacer\" data-id=\"05910b2\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-column .elementor-spacer-inner{height:var(--spacer-size)}.e-con{--container-widget-width:100%}.e-con-inner>.elementor-widget-spacer,.e-con>.elementor-widget-spacer{width:var(--container-widget-width,var(--spacer-size));--align-self:var(--container-widget-align-self,initial);--flex-shrink:0}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container,.e-con>.elementor-widget-spacer>.elementor-widget-container{height:100%;width:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer{height:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner{height:var(--container-widget-height,var(--spacer-size))}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty,.e-con>.elementor-widget-spacer.elementor-widget-empty{position:relative;min-height:22px;min-width:22px}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon,.e-con>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon{position:absolute;top:0;bottom:0;left:0;right:0;margin:auto;padding:0;width:22px;height:22px}<\/style>\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8cdd9d elementor-widget elementor-widget-text-editor\" data-id=\"e8cdd9d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>In 2023, Qwrk Outsourcing (formerly SMSF Paraplanners) Software Services team merged into Fin365- now called Fin365 Services.<\/p><p>Fin365 helps financial services practices unlock the power of Microsoft 365 enterprise technologies; turning these powerful tools into instantly useful solutions that deliver tangible benefits for practices.<\/p><p>Discover Fin365\u2019s industry specific solutions<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a799570 elementor-widget elementor-widget-text-editor\" data-id=\"a799570\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The main goal for the software services team is to improve business management by providing clarity and improved productivity.<\/p>\n<ul>\n<li><strong>Clarity<\/strong> \u2013 Businesses will be able to get a clearer picture of every aspect of their business, through organised collection, storage, and presentation of data.<\/li>\n<li><strong>Improved Productivity<\/strong> \u2013 A clear picture of your business will allow you to identify, implement and monitor the impact of improvements in multiple areas of your business.<\/li>\n<\/ul>\n<p><br>Qwrk Outsourcing software services team assists practices to get the most out of their data.<\/p>\n<p>Qwrk Outsourcing software services team can assist with:<\/p>\n<ul>\n<li><strong>Project management<\/strong> of migration of data from third party software platforms into <a href=\"https:\/\/fin365.com.au\/\" rel=\"nofollow noopener\" target=\"_blank\">Fin365<\/a><\/li>\n<li><strong>Revenue Management<\/strong> \u2013 linking your revenue transactions to advisers, clients, products, referral partners &amp; product providers within <a href=\"https:\/\/fin365.com.au\/\" rel=\"nofollow noopener\" target=\"_blank\">Fin365<\/a>, which in turn enables the powerful management reporting via Power BI.<\/li>\n<li><strong>Workflow Management<\/strong> \u2013 building bespoke sequences to manage your workflows and embed checklists to ensure compliance obligations are met throughout the process.<\/li>\n<li><strong>Third Party Integration<\/strong> \u2013by integrating data from available partners, you will eliminate unnecessary data entry, enhance business efficiency and enrich client experience.<\/li>\n<li><strong>Document coding<\/strong> \u2013 maximise the efficiency of the data you hold by coding frequently used documents, reducing the amount of time spent on manual creation of documents and forms.<\/li>\n<li><strong>Bulk data cleansing services<\/strong> to update large sets of data at once, saving on time and cost.<\/li>\n<li><strong>Granular cleansing services<\/strong> (ie individual client files) to ensure you are capturing as much data about your clients as possible in one place.<\/li>\n<\/ul>\n<p><br>Qwrk Outsourcing can also assist with monthly data management:<\/p>\n<ul>\n<li><strong>Monthly revenue management<\/strong>&#8211; ensuring your revenue data is kept up to date within the software<\/li>\n<li><strong>Monthly product data feed management<\/strong> &#8211; ensuring third party integrations are maintained across all clients.<\/li>\n<\/ul>\n<p><br>We would love to explore your data cleaning needs with you. Please contact us to learn how we may assist.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Financial Planning practice efficiency is driven through smart technology. After analysing various software solutions in 2021, Qwrk Outsourcing (formerly SMSF Paraplanners) chose to partner with\u00a0Fin365, to assist Financial Planning practices move to a CRM that delivers integration, simple customisation and advanced business intelligence. In 2023, Qwrk Outsourcing (formerly SMSF Paraplanners) Software Services team merged into [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":1365,"parent":10,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"_links":{"self":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/16"}],"collection":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/comments?post=16"}],"version-history":[{"count":0,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/16\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/10"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/media\/1365"}],"wp:attachment":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/media?parent=16"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}