Manually Syncing Client Information from Advice Revolution to Xplan

Manually Syncing Client Information from Advice Revolution to Xplan

The Advice Revolution platforms strive for seamless data flow between our platform and Xplan. While syncing is usually automatic, we understand that advisers will need the most update client information in Xplan. This article will walk you through the steps to ensure your client's information has successfully transferred to Xplan. 

1.  Login to your Adviser Portal
2. You can initiate the process by clicking the Push button located to the right of your client's name.



3. Once you've clicked the Push button, simply log in to Xplan to verify if the client information from Advice Revolution is now accurate.

Tip: Many data fields in Advice Revolution automatically sync with Xplan. To see a detailed list of what's included, check out this helpful article:  Xplan Integration Guide.


For questions or clarifications, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.

Published on: June 19, 2024
Version: 1.1


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