Login
iscover
Promoted by SVX Group.
Change the way you do business with your clients by incorporating SVX into your practice.
Is COMPLIANCE changing the way you go about your business?
23 May 2019
•
3 minute read
Introducing Dennis. Dennis is a Dentist so we can’t show you his face. He has worked hard all his life. He has been a Dentist for 20 years. He has grown the business to the point where it employs three Dentists, two Dental nurses and an administration clerk. The Dentist’s Practice is not big enough to use a mid-market accounting software and is comfortable using a small business accounting package such as Xero, MYOB or QuickBooks.
He is looking to the future as to when he can retire. Dennis owns his own home, has a rental property, a self-managed super fund and has a nice amount of money in a savings account.
However, Dennis is a Dentist, not an Accountant. Dennis can log on to SVX, check his net financial position in a click, see if there have been any financial movements. Dennis is trying to build his wealth and wants to know the best way forward.
With SVX, Dennis can set up Estate Planning with all relevant documents stored securely in one secure vault, he can plan his Exit Strategy, for when he sells his practice. He can be in control of his financial affairs. He can also provide his accountant with access to his profile, meaning they can manage his affairs. His Advisers can set up alerts, budgets, as well as maintain a high level overview of his Dentistry through the direct link to the Business Exchange within SVX.
What our clients say about SVX? Nexia Australia’s Sydney office already has a large number of clients using the software, with an expected roll out planned shortly for an additional 6500. With white labelling an option, Nexia have called their version Wealth Connect.
“We are aware that our clients want us to be proactive. The SVX platform allows us to collaborate with clients to keep their records up to date so we can be constantly advising our Clients throughout their life journey”, says Managing partner, Paul Lenton.
In this ever changing way of doing business, with technology changes happening so quickly, SVX will give your practice the edge over the competition.
Contact SVX today to arrange a personal product presentation.
You need to be a member to post comments. Become a member for free today!
