Xplan Integration Guide

Xplan Integration Guide

AR Module
Xplan
Standard Xplan Module (customised sites may not match this exactly)PushPullComments
Mini Fact FindMany✓✓Range amounts do not get pushed to Xplan
If no amount is specified, Asset/Debt/Retirement entries will not be created in Adviser Portal
Add ClientEntities and Contact✓✓
PeopleClients/Entities✓✓Professionals are not pushed to Xplan
EntitiesClients/Entities✓✓Only Entities that are related to Clients are pulled
AddressContact Details - Address✓✓
Contact DetailsContact Details - Telephone/Email✓✓
EmploymentEmployment✓✓
AssetsAssets✓✓Annuities are sent to assets module in Xplan and not the specialist Annuities module
DebtsLiabilities✓✓
Retirement - SuperannuationExisting Fund✓✓
Retirement - PensionRetirement Income✓✓
InsuranceInsurance - Existing Policies✓✓
IncomeIncome✓✓
ExpensesExpenses✓✓Pulled expenses of unsupported types are set to Other Expenses
ObjectivesObjectives✓xAssigned to all clients
GoalsGoals✓✓
Advice Scope-✓✓Every Goal linked to an Advice Scope will be pushed as a new entry in XPlan. That is, if a Goal is linked to multiple Advice Scopes, multiple Goal entries will be created in XPlan with different categories.
File NotesFile Notes✓xTasks and other Document details are merged in the File Notes' contents/summary when pushed in XPlan
Tasks-xxTasks and other Document details are merged in the File Notes' contents/summary when pushed in XPlan
Estate PlanningEstate Details,
Existing Fund Beneficiaries, Retirement Income Beneficiaries		✓✓SMSF Beneficiaries in XPlan, if any, are listed in the notes section only
Needs and PreferencesManyxx
CentrelinkCentrelink✓✓
Aged CareTBDxx
Business InsuranceTBDxx
General InsuranceGeneral Insurancexx
Investment HoldingsTBDxx

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