Xplan Integration - Investment Plans

Modified on Mon, 19 Oct 2020 at 03:53 PM

After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under the question, 'Please select which advice areas you wish to include in this report:', the option of 'Investment Advice' should be selected. 

If the Xplan integration with the ATEB Suitability application has been successfully set up, and there are Investment Plans that exist in Xplan for this client, on the 'Investment Plans' page there will be two (new) questions at the top of the 'Plan Builder' section.

The first question is 'Use Xplan Plan Data?', which is automatically defaulted to 'Yes' (if this is answered 'No', then the user will be able to complete the plan as normal with no plan details pulling through). 

The second is a question is 'Select Xplan Plan'; this is a drop down question where the user will select the relevant plan from Xplan. 

The answers in this drop down are taken from the linked Xplan account and are formatted in the following way: Client Name or Joint (if multiple clients have been identified from the Xplan data), Plan Type, Provider and Policy Number. All this information displaying about the plan will make it easier to distinguish which plan to select. (Please note, if any of these data entries haven't been inputted into the Xplan plan, then that data field will be automatically removed from this drop down answer).

Once the Plan has been selected, the information from Xplan will automatically be entered into the Wizard as plan details.

*Please note that it is still necessary to select whether it is a new or existing plan - only the relevant Xplan plans will appear depending on which option is selected.

The screen shots below show an example of plan data being automatically entered in the Suitability application for an existing plan:

Further down the page (Plan Details tab) - 

For the full list of data fields taken from Xplan, please visit the following article:


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