Follow the steps below to successfully set up your Xplan integration. Once set up, you can import client, partner and other entity data as well as Risk Researcher, Wealthsolver and Xtools+ scenarios.
Activate Advice Designer Integration in Xplan
For self-licensed Partners
If you have your own Xplan site, the following steps can be done by your system administrator or a user with the System Settings capability.
Click on the Site menu option and then System Settings.
Within the Iress Open menu click on the Advice Designer tile.
Click the Activate button.
For dealer group licensed Partners
Managed Services Customers on multi-tenanted sites should contact their Account Manager and ask for the Integration to be activated.
💡Note: For more information about how to activate Integrations in Xplan, visit the Xplan Knowledge Base