Financial Practice Software · Financial adviser PMS
Xplan
integration & API.
Iress' adviser practice management — we build branded client portals and AI-assisted compliance tooling.
X What is Xplan?
Xplan in plain English.
Xplan is Iress' financial advice software, used by a significant share of Australian licensed financial advisers. It handles client records, fact-finds, Statement of Advice machinery, ongoing-fee renewal, and compliance documentation. Particularly entrenched in large AFSL adviser networks.
What businesses use it for
Common Xplan
use cases.
- 01 Client record management for financial advisers
- 02 Statement of Advice (SOA) generation
- 03 Fact-find management and update tracking
- 04 Ongoing-fee renewal and Fee Disclosure Statement generation
- 05 Compliance documentation tied to ASIC RG175 / RG244
- 06 Adviser productivity reporting and management
Why custom?
Beyond the default Xplan integrations.
Xplan is the dominant practice management system for Australian financial advisers, particularly within large AFSL networks. We build the custom layer most advice firms need: branded client portals, AI-assisted document classification, automated annual review workflows, and integration with accounting and SMSF platforms.
What we build with Xplan
Common Xplan integrations.
Branded client portal reading from Xplan with secure document exchange
AI-assisted document classification for inbound client correspondence
Automated annual review workflow with structured client outreach
Compliance pre-check tooling against RG175 SOA standards
Integration between Xplan and Class Super, Xero, MYOB
White-label client portals for adviser groups and AFSL networks
Recorded-meeting transcription and structured fact-find extraction
Commonly paired with
Xplan works with the rest of your stack.
How we build
Production-grade.
Not Zapier in a trench coat.
Every Xplan integration we ship handles failure properly: idempotent jobs, retry logic, dead-letter queues for unrecoverable cases, and observability so you can see exactly where data is at any moment.
Tested
Real test suite, real edge cases. Not just "it worked once."
Observable
You see what is happening — events logged, errors surfaced.
Maintainable
Documented, version-controlled, handed over properly.
FAQ
Common questions about Xplan integration.
Does Xplan have an API for custom integration?
Xplan's API access is typically available at enterprise tier and within AFSL-network arrangements. We build integrations within the available API patterns and partner with licensee groups where direct access is needed.
Can AI tools be used with Xplan client data?
Yes, with appropriate engineering. Enterprise-tier OpenAI / Anthropic / Azure OpenAI with explicit no-training agreements meet the privacy and compliance bar for financial advice. Final advice authorisation always remains the licensed adviser's.
Is Australian data residency available?
Yes — we engineer Xplan-connected platforms with explicit Australian data residency, typically via AWS Sydney, Cloudflare Australia, or Azure Australia East depending on the existing stack.
Related reading
Thinking we’ve published on this kind of work.
What AI actually costs to run in production
AI demos are cheap. Production is not. Where the money actually goes when you ship an AI feature, and how to size the engineering investment around the model.
Why integrations break in production (and what to design for)
Every integration that "just calls an API" eventually breaks. The five places they fail first, and the design patterns that keep them running unattended.
The hidden costs of SaaS once your business is established
The per-seat licence is the visible cost. Integration tax, lock-in, configuration drift, and the seat tax at scale are the SaaS costs no one quotes up front.
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Xplan?
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