Finish the meeting. Skip the 20 minutes re-typing it into Xplan.
Atlas writes back to Xplan field by field, and flags every conflict first.
Evie writes your fact-find straight back into Xplan and Emma drafts the suitability letter from your own templates. Complex letters go from 5 hours to 45 minutes.
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.
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
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Your Xplan data, in every report and review
AdvisoryAI connects to Xplan through the Iress Open API. Evie captures 89 structured fact-find fields — personal details, employment, address, dependents, assets, liabilities, incomes, expenses, and savings & investments — and writes them back at 100% reliability. She can create new dependents, assets, liabilities, incomes, expenses, and savings records, not just update existing ones. Every write is field by field: new data is flagged, and any clash shows the previous value before you commit.
Evie joins the meeting, writes structured notes, and writes 89 fact-find fields back into Xplan — including new dependents, assets, and liabilities, not just updates.
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, entity types, 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
Fact-find write-back: 89 fields across 9 categories (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Two-way write-back with conflict detection — every clash shows the previous value (one-way tools can’t).
Stays in Xplan
Client records, entity types, case files, and audit trail
Risk profiling and modelling
Investment execution
Your regulatory templates.
AdvisoryAI adds on top
Fact-find write-back: 89 fields across 9 categories (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Two-way write-back with conflict detection — every clash shows the previous value (one-way tools can’t).
HOW IT WORKS
How to connect Xplan to AdvisoryAI
How to connect Xplan to AdvisoryAI
1
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.
2
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.
3
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 Evie write your fact-find back into Xplan, field by field.
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card required
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
"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
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.
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
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.
Serve twice the clients. Give each better advice.
✔ Reports from your templates
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card
✔ Reports from your templates
✔ 14-day free trial
✔ No credit card
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com