Iress Xplan Templi reads your Iress Xplan client data into fact finds, meeting notes and suitability reports, then writes the changes you approve back to Xplan. Connect with your site URL and login, and the re-keying stops.
Install the Iress Xplan integration and connect with your Xplan site URL and an Xplan account. A service account with access across the firm lets Templi reach every adviser's clients.
Your Xplan clients and advisers import into Templi, matched to your team. Titles, income types and asset types come from your own site's option lists, so what goes back matches what your team uses.
Fact find updates and meeting outcomes are listed per client for you to check. Confirm them and they write back to Xplan. Nothing writes without a person's approval.
Start a fact find and Templi pre-fills it from Xplan: personal details, health, dependants, goals, income, expenditure, assets, liabilities and consent. Meeting transcripts complete the gaps, and you approve what writes back.
Record the meeting with or without a bot. Templi writes the file note in your firm's format and lists the client changes it heard. Confirm them and Xplan updates.
AI meeting notes
The report draft draws on the same Xplan record, including existing pensions, annuities and protection policies read for context. Every line carries a source you can check.
Suitability report software
Notes, fact finds, documents and reports in Templi all hang off the Xplan client. Confirm a change once and both sides agree.
Templi reads and writes Xplan under your firm's control: your own account and permissions, no training on your data, and a person approves every write before it lands. Our trust centre has the detail for your due diligence.
What advice firms ask before connecting Iress Xplan to Templi.
Yes. The Iress Xplan integration is native. It imports your clients and advisers, reads the fact-find fields Templi needs, and writes your approved changes back to Xplan.
Install the integration from the Templi app store and connect with your Xplan site URL and an Xplan account. We recommend a service account with access across the firm, so Templi can reach every adviser's clients.
Fact find fields in both directions: personal details, health, contact details, dependants, goals, income, expenditure, assets, liabilities and consent. Each change waits for your approval before it writes.
Not yet. Existing pensions, annuities and protection policies are read for context when drafting, but Templi does not write them back. Occupation and employer stay in Templi too, as Xplan's API does not expose employment records.
No. Templi sits on top of Xplan. Xplan stays your system of record, and Templi reads from it and writes back only what you approve.
Yes. Templi records the meeting with or without a bot, writes the file note in your firm's template, and queues the client changes for Xplan.
