Meet
Capture the client conversation and changes.
XPLAN + ADIAL
Xplan is the record. Adial is the operating layer around it.
Start with the systems advisers already use. Adial can coordinate approved work around Xplan, from meeting notes and fact-find preparation through advice production, implementation, follow-up and ongoing service, while keeping human review visible.
Meeting → file noteFact find + goalsSOA build + reviewImplementation + service
FROM CONVERSATION TO CONTROLLED XPLAN WORK
One instruction can start a connected advice workflow.
Adial is designed to coordinate the operational work around financial advice. The exact read, prepare or write actions depend on the organisation’s Xplan licence, API access, permissions, configuration and approval model.
Structure
Create the file note, actions and missing-data list.
Prepare Xplan
Prepare fact-find, goals and wizard inputs.
Build
Coordinate strategy, research and advice production.
Review
Surface gaps, evidence and approval points.
Service
Progress implementation, follow-up and the next review.
THE OPERATING LAYER
Xplan stays central. The work around it becomes coordinated.
Instead of treating every step as a separate admin task, Adial can orchestrate specialist agents, approved information and connected systems around a defined client workflow.
INPUTDetailed meeting notes
INPUTApproved documents + client records
INPUTFirm templates + workflow rules
PREPARED RESULTFile note + actions
PREPARED RESULTFact-find + goal updates
PREPARED RESULTXplan wizard + review pack
Conceptual workflow only. Xplan is an Iress product. Adial is not affiliated with or endorsed by Iress. Integration scope depends on licences, API access, permissions, testing and customer configuration.
WHAT THIS CAN LOOK LIKE
Designed around real financial advice work.
The value is not simply moving data. It is connecting the tasks advisers, paraplanners, support teams and AFSLs already perform across the client lifecycle.
Turn the meeting into structured client work.
Prepare the client file note, capture decisions and goals, identify missing information and prepare controlled fact-find and Xplan wizard updates for review.
Carry client changes into the next workflow.
Bring together service history, new goals, changed circumstances and outstanding actions, then prepare the relevant record updates and review work.
Coordinate approved inputs into advice production.
Use structured client facts, approved strategy direction, research and firm templates to prepare advice content for professional review.
Review the advice against the evidence.
Check configured requirements, compare source evidence, surface missing or inconsistent information and return structured findings for human review.
Keep post-advice work moving.
Track authorities, applications, provider follow-ups, client actions and completion evidence around the approved advice workflow.
Keep the adviser connected to the client.
Prepare follow-ups, service communications, outstanding actions and review preparation while preserving configured approval points.
DIFFERENT USERS. DIFFERENT VALUE.
The same Xplan layer can work differently by role.
More client-facing capacity.
Move from conversation to structured records, advice work, implementation and follow-up with less re-keying.
Cleaner inputs. Stronger production.
Validate briefs, prepare Xplan inputs, coordinate research, build advice and return review-ready files.
One workflow across the practice.
Connect hand-offs, specialist agents, client service tasks, management visibility and approved systems.
Controls where the work happens.
Support evidence-linked review, exceptions, remediation and oversight without removing professional responsibility.
Adial provides technology and operational workflow support. It does not provide financial product advice and does not replace the appropriately licensed or authorised professional responsible for advice, strategy, modelling conclusions, suitability or final approval.
PERMISSIONS + CONTROL
Not blind automation. Governed progression.
Read, prepare, propose and write actions can be separated. Sensitive Xplan changes can be held for a named user or authorised professional before anything proceeds.
Use authorised context.
Retrieve only the client, task and document context the workflow has permission to use.
Structure the work.
Prepare file notes, fact-find fields, goals, task updates, wizard inputs and advice workflow components.
Surface what needs judgement.
Return exceptions, missing information and proposed changes to the right person.
Only with defined authority.
Any configured write-back depends on permitted integration access, organisation controls and the approved action model.
START WHERE ADVISERS ALREADY WORK
Bring us one Xplan workflow that keeps slowing the team down.
We will map the steps, permissions, evidence and approval points, then define what Adial can safely coordinate around it.
Map my Xplan workflow