About the integration
Double handling data will be a thing of the past.
Easily add and transfer client information and 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.
You can import or export your clients, client data, client details, balance sheet items, income and expenses, IPS portfolio values, super values and much more.
Your Partner portal subscription must be Enhance or above to be able to import and export client contact details as well as all other data that is available through the integration.
Should your subscription be lower, only client names and contact details will be included in the import and export options.
Permissions
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: Connect your Xplan account to the portal via the dedicated integration page.
For further instructions see How to setup your Xplan integration
Step 2: If a connection has already been established, the Client list will be where you will import and export.
Step 3: Once an import/export is triggered, review imported items/ review exported items in Xplan.