Facts that remain connected
Identify gaps, compare authorised sources and prepare controlled updates without turning Xplan into a duplicate data island.
XPLAN + ADIAL
Make Xplan the centre of a connected advice workflow.
Adial sits around your Xplan operating model, helping your team collect, prepare, reconcile, document and progress work while preserving the client record and human approval.
Not a generic connector. A workflow layer built around advice.
We map the actual Xplan configuration, team roles, templates, data fields, tasks and approval points inside your business before designing what the agent may read, prepare or update.
Tasks that move with the case
Create, update and route work against defined process stages, ownership and exception rules.
Evidence linked to the record
Connect file notes, source documents, advice inputs, versions and review findings to the client workflow.
Prepared inputs, not blind automation
Prepare wizard fields, paraplanning packs and document components for qualified review.
Controlled by permission
Separate read, prepare, propose and write actions. Sensitive changes require the right user and approval.
A visible audit trail
Capture the source, action, version, exception and human decision for every governed workflow.
COMMERCIAL CASE
Compare the real Xplan run-rate, not a guessed sticker price.
Xplan pricing depends on the customer's contract, modules and active users. Adial discovery records the current invoice or renewal quote, separates user licences from modules and support, and then models the permitted future-state access plus one Adial practice or AFSL licence, usage/data and any required human review.
Build the baseline
Active users × contracted monthly price × 12, plus modules, support, implementation and other contracted charges.
Retain required access
Keep every Xplan user or service account required by the Iress agreement, security model and operating responsibilities.
One governed platform licence
Price the Adial practice or AFSL layer separately from usage/data and optional qualified review services.
Any Xplan seat reduction is a customer-specific scenario, not a guaranteed saving. User credentials must never be shared, and service or integration access must be contractually permitted.
COMING SOON
Xtools-enabled modelling with mandatory human review.
This capability is in active development. The intended pathway prepares and reconciles authorised inputs, hands them into a bounded Xtools workflow, checks the returned assumptions and outputs, and routes the result to a qualified person before anything is approved or used in advice.
Prepare
Reconcile authorised client facts and modelling inputs.
Hand off
Send only bounded inputs through approved access.
Reconcile
Check assumptions, inputs and returned outputs.
Human review
A qualified person reviews the model and strategy.
Approve
A named authorised person decides what may be used.
Xtools-assisted review is an in-development roadmap capability. Xtools is an Iress product. Availability depends on licensing, technical access, permissions, testing and customer approval.
How we set up your Xplan integration
The technical connection is only one part. The real work is translating your operating model into safe, repeatable behaviour.
Discover
Map people, permissions, workflows, pain points and priority cases.
Design
Define fields, triggers, boundaries, exceptions and approvals.
Connect
Configure integrations and firm-specific agent access.
Prove
Run benchmark cases and compare against human baselines.
Operate
Deploy gradually, monitor evidence and improve the skills.
Start with one Xplan workflow.
Choose a process with visible rework and measurable value. We will map it with you and define the safest path to implementation.
Map my workflow ↗