About the integration
Double handling data is a thing of the past.
Easily add and transfer majority of client fact find data from your Partner portal to Xplan and visa versa.
The Xplan integration with your portal will give you flexibility to choose what data flows which way and how often.
What client data can be shared via the integration?
Our integration with Xplan allows the majority of fact find information to integrate to and from both your partner portal and Xplan. Things such as Assets, Liabilities, Income, Super, Pensions and much more can be transferred.
For more information, see What client data can be imported/exported via the integration?
- Your Partner portal subscription must be Enhance or above to be able to import and export client data through the integration.
Should your subscription be lower, only client names and contact details will be included in the import and export options.
- The integration between Xplan and your partner portal occurs at the adviser level, not the firm level. This means only client data you have sufficient permissions for in Xplan will be imported when you enable the connection.
- It is advised to use a login that has IPS Portfolio access.
Enabling and using the integration:
Step 1: Successfully connect your Xplan account to the portal via the dedicated integration page.
For further instructions see How to setup your Xplan integration
Step 2: Once a connection is established, ensure you review the Xplan Journey Maps.
These have been designed to help you understand the necessary steps to take, depending on whether the client exists in the portal or Xplan first.
Step 3: When ready, the Client list will be where you will import/export clients and import/export their data.
Step 4: Once an import/export is triggered, review imported items/ review exported items in Xplan.