If Validated, enter a comment with you name, date added and EPI Credentials used, this will be useful for troubleshooting at a later date. If not, contact HUB24 with screenshots of Xplan and with credentials used. If they are invalid, check that there are no trailing spaces in the password or username when copied/pasted. But in awarding its first-ever Advice Tech Benchmark Report awards, Investment Trends nonetheless assigned top spot to Iress Xplan. The data is transferred and XPLAN goes live. Now more than ever, advice firms have access to an array of globally available, low-cost digital services to manage their client relationships and augment their advice production applications, Webster said. XPLAN functionality is set-up by IRESS and by you, again after detailed consultation. You will require your 8 character HUB24 Adviser ID (usually numbers starting 13), as well as the EPI Username and EPI Password generated from the adviser portal.Ĭlick, a notification will appear whether they are valid or not, Data on your existing database is mapped to XPLAN by IRESS in consultation with you. If the adviser already has a HUB24 Adviser Mapping but it has expired, click on the edit pencil on the HUB24 mapping.įrom the 'Add External Adviser ID' page, select HUB24 from the Provider dropdown menu, the credentials required will update. If the adviser does not currently have a HUB24 Adviser Mapping, click Add Mapping. The 'User' that the Adviser Mapping is added against will be the 'Vendor Adviser, it is best practice that the user selected is the 'Client Adviser' in Xplan. To use the initial balance feature, Navigate to the button > Integration > System Datafeedsįrom System Datafeeds page, click Mappings > Advisers When new credentials have been generated the expiry date will update to 1 year from the date generated. They can be involved in the financial planning service you provide as much or as little as you want them to be. ![]() Go to Settings > Adviser > Setup EPI Login > Create New EPI Password InterPrac Financial Planning provides a professional and inexpensive service that allows our practice to provide financial planning advice to our clients in the most efficient way. ![]() These credentials need to be renewed on an annual basis. Of the 304 advisers surveyed for the study, the vast majority (54.3) used IRESS’ XPLAN as their supplier, with AdviserLogic (10.5) and Midwinter (8. HUB24 require advisers to register for a username and password to allow for datafeed export to third party software like Xplan or Adviser Logic.
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