Our new and improved integration with Xplan allows approximately 80-90% of fact find information to integrate to and from both your partner portal and Xplan.
Below is a table of the information captured within a Fact Find that will flow between both systems. Data can also be reviewed as part of the Preview report as shown in the instructions here :
| Information Category | What details can be shared | Import/Exports to |
| Group Members & Entities | Client details (DOB, marital status, gender) Dependants, Contact Details, Indicator of client as partner or owner, Address, Entity details (e.g Name, Type, ABN, etc) |
Exports to: Relevant Xplan field Imports to: 'About you' in Digital form and 'Team' in Client portal |
| Employment Details | Employment details (e.g job title, employer, employment status etc) | Exports to: Relevant Xplan field Imports to: 'Employment' in Digital form |
| Income & Expenses | Expenses (type, frequency, amount) Income (type, frequency, amount) | Exports to: Relevant Xplan field Imports to: 'Income/Expenses' in Digital form |
| Retirement Income | Annuities, Pension, Retirement Income (e.g type, frequency, amount) | Exports to: Relevant Xplan field Imports to: 'Retirement details>Pension/Annuity' in Digital form |
| Assets & Liabilities | Lifestyle & Investment assets, Liabilities | Exports to: Relevant Xplan field Imports to: 'Assets/Liabilities' in Digital form |
| Health & Lifestyle | General Health status, private health cover | Exports to: Relevant Xplan field Imports to: 'Health & Lifestyle' in Fact Find |
| Insurance | General (e.g Building, contents etc) Medical, Life (e.g Life, TPD, Trauma etc) | Exports to: Relevant Xplan field Imports to: 'Insurance' in Digital form |
| Life Goals | Goal information (e.g name of goal, target date, amount) | Exports to: Relevant Xplan field Imports to: 'Goals' in Digital form |
| Estate Planning | Wills, Power of Attorney | Exports to: Relevant Xplan field Imports to: 'Estate Planning' in Digital form |