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Atlas writes back to Xplan field by field, and flags every conflict first.

Through the Iress Open API, Atlas drafts reports and checks from your templates and writes them into Xplan, flagging the previous value on any clash.

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400+ firms · 2,000+ advisers ·

#1 most-used adviser AI FTAdviser · EATT Best in Show 2024-2026

400+ firms · 2,000+ advisers

#1 most-used adviser AI FTAdviser

EATT Best in Show 2024-2026

The work after every meeting

↑ reads

client records

plans

documents

↓ writes back

reports

fact-find fields

compliance checks

Your back-office system of record

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Your Xplan data, in every report and review

AdvisoryAI connects to Xplan through the Iress Open API. It imports your client records, plans, and case files, generates reports, notes, and compliance checks from your own templates, then writes the results back field by field. Every change is flagged for you to confirm, and any conflict shows the previous value first, so Xplan stays accurate.

Evie joins the meeting, writes structured notes, and captures the fact-find fields back into Xplan.

Emma drafts suitability and review reports from your own templates, using the Xplan client data and the meeting transcript together.

Colin checks the file against your compliance rules and builds your Consumer Duty board reports.

Write-back is field by field with conflict detection: new data is flagged, and any clash shows the previous value before you commit.

Every report Emma generates lands back in Xplan, so your audit trail stays complete.

Paraplanners run batch report work across cases without leaving Xplan.

What stays in Xplan, what AdvisoryAI adds

Stays in Xplan

Client records, plans, case files, and audit trail
Risk profiling and modelling
Investment execution
Your regulatory templates.

Client records, plans, docs, and audit trail
Risk profiling and cashflow modelling
Investment execution
Your regulatory templates

AdvisoryAI adds on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).

Stays in Xplan

Client records, plans, case files, and audit trail
Risk profiling and modelling
Investment execution
Your regulatory templates.

AdvisoryAI adds on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).

HOW IT WORKS

How to connect Xplan to AdvisoryAI

Week 1

Connect Xplan in one click

Demo on your own Xplan data, connected live through the Iress Open API. You see the real integration, not a mockup.

Week 2-3

Create your report templates

Our team rebuilds your report and review templates inside AdvisoryAI and confirms two-way data with conflict detection.

Week 4

Move faster and provide better service

You go live. Xplan keeps running as your system of record; AdvisoryAI does the work on top.

See Atlas write back into Xplan, field by field.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card required

Book a demo

Get your AI score

case studies

2,000+ advisers trust AdvisoryAI, here's why

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

Join 2,000+ advisers at 400+ UK firms, including Brooks Macdonald. #1 on FTAdviser.

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See what our Intelliflo integration can do

Book a demo and see the integrations on your data.

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AdvisoryAI adds
on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).

See what Atlas does for your firm.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card required

Book a demo

Get your AI score

Your Intelliflo data, now in every conversation

Atlas connects to Intelliflo through the Open API. It pulls client records, plans, and documents into your meeting prep and your reports, then writes the finished work back to Intelliflo. You review and confirm before anything is committed, so Intelliflo stays your single source of truth.

Evie joins the meeting, writes structured notes, and pushes the fact-find fields straight into Intelliflo. No retyping after the client leaves.

Emma drafts suitability reports from your own templates, using the Intelliflo client data and the meeting transcript together.

Colin checks the file against your compliance rules before it reaches the client, and builds your Consumer Duty board reports.

Atlas answers questions across your whole Intelliflo book in plain English: who's due a review, who holds what, what changed since last time.

Every report Atlas generates lands back in Intelliflo, so your audit trail stays complete.

Paraplanners run batch suitability work across cases without leaving the setup they already know.

Xplan integration FAQs

Does AdvisoryAI replace Xplan?

No. Xplan stays your system of record. AdvisoryAI reads from it and writes back to it, and adds the work that comes after the meeting.

How does the integration work?

Can advisers ask questions across the whole Xplan book yet?

Is our data secure?

How long does setup take?

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

Book a demo

Get your AI score

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For questions or partnerships,

For product support, help, contact us at support@advisoryai.com