The integration of iFactFind with Xplan is a pivotal enhancement for financial advisers, offering a seamless data flow that synchronises client information and critical financial data between the two systems. This integration ensures that updates made in one system are automatically reflected in the other, allowing data to move bi-directionally. This dynamic exchange keeps both platforms consistently up to date, simplifying the management of client information and reducing the administrative burden on advisers.

Recognising the uniqueness of each Xplan site, iFactFind has developed a sophisticated technology coupled with a customisable workflow that allows for tailored mapping of fields. This customisation is crucial as it ensures that the integration can be precisely aligned with the specific needs and configurations of any Xplan site, providing a seamless and efficient integration experience. Major licensee Xplan sites have already benefited from this custom mapping, which tailors the integration to fit their particular operational models and data structures, thereby enhancing the utility and effectiveness of the data shared.

Xplan itself is a robust financial planning software widely recognised for its comprehensive financial planning and wealth management capabilities. It offers tools for client management, portfolio tracking, compliance documentation, and financial analysis, among others. By integrating with iFactFind, Xplan users can leverage enhanced data accuracy and timeliness in financial planning processes.

This integration not only fosters better data integrity and accessibility but also ensures that financial advisers can deliver more accurate, timely, and personalised financial advice. The synergy between iFactFind and Xplan transforms the complexities of financial management into streamlined, efficient processes, enabling advisers to focus more on strategic client engagement and less on backend data management. Through this collaborative technological advancement, iFactFind and Xplan are setting new standards in financial Advisery services.