The portal integrates with the planning software, CRM and platform feeds advisers use, runs on a secure hosted architecture, and is supported by a defined onboarding and support framework.
The portal connects to common planning software, CRM and platform feeds, so fund, model and document data is available within existing adviser workflows.
Fund data, factsheets and model positioning feed into Xplan, with research and product comparisons pre-populated from current information.
Sync adviser and client records with Salesforce, HubSpot or a practice CRM via API, keeping contact and account data consistent across systems.
Connect to HUB24, Netwealth and Praemium for holdings and transaction data on a read-only basis, aligning portal views with platform records.
A REST API and scheduled CSV/Excel export of fund, model and holdings data for advisers who maintain their own reporting or analytics.
SSO via SAML 2.0 / OIDC so advisers reach the portal with their existing credentials, with no separate password to manage.
Automated delivery of current PDS, TMD and factsheets to adviser document stores.
Data is collected from fund managers and market-data sources, validated, and stored in an encrypted database with row-level security. Client-facing documents are held in a private vault and served only through short-lived signed URLs. The portal and integrations see only read-only published views — never the underlying tables. The portal is hosted on a global edge network and CDN for fast, resilient delivery, and no retail-client personally identifiable information is required to render fund or model content.
Service levels, response targets and availability figures shown here are illustrative and are confirmed per engagement.