Bring suitability reports and advice from XPLAN into review and evidence.

Iress XPLAN is one of the most widely used financial planning platforms in the UK. The suitability reports, fact finds, and advice produced in it are captured, routed for review, and turned into evidence you can prove later, with a clear account of how each recommendation was reached.

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How it works.

Step 1

An adviser produces a suitability report or advice document in XPLAN.

Step 2

It is captured through the XPLAN API, with the fact find and client context behind it.

Step 3

The case is routed to the right reviewer before it reaches the client.

Step 4

Verifiable evidence of the review is linked back to the client record in XPLAN.

Features.

Automatic capture of advice and suitability reports from XPLAN
Fact find and client context carried through, so the full account is on the record
Review outcomes and evidence written back to XPLAN
A clear account of every recommendation, from how it was reached to how it was reviewed

REST API.

Prefer to build your own integration? A straightforward REST API lets you submit advice via a single endpoint, track review progress with webhooks, and retrieve the evidence programmatically. Standard JSON over HTTPS with API key authentication.

View API documentation

Supervise advice, wherever it starts.

Bring every recommendation into review and turn it into evidence the FCA can verify, from the tools your firm already runs.

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