Client onboarding
Give clients one guided place to provide information, upload documents and see the next action while agreed records remain in Xplan.
Xplan integration for Australian advice firms
Make Xplan clearer for clients and staff.
Connect one useful client or staff workflow to Xplan without creating another system of record.
Useful extensions around Xplan.
Annual review journeys
Collect updates, confirm what has changed and route sensitive amendments for staff review before approved records are updated.
Staff workspaces
Show advisers and client service teams the work that needs attention without recreating the full Xplan interface.
Workflow automation
Use agreed events and record changes to create tasks, notifications, approvals and handoffs across the firm.
Documents and identity
Connect secure access, document collection, signatures and SharePoint where the operating model requires them.
Operational reporting
Turn workflow state into practical views of delays, missing information, workload and service progress.
System boundary
Decide who owns what before building.
Iress and Xplan
Provide the core platform, standard Xplan functionality, licensed access and the supported connection methods available to the firm.
Luminair
Designs the custom client or staff experience, integration logic, testing, release process and support for the software it builds.
Your firm
Owns process decisions, data quality, permissions, approvals, acceptance testing and adoption inside the business.
Xplan remains the agreed source of truth.
The custom portal or staff tool should read from and write to agreed Xplan records. A source-of-truth map defines every field, owner, approval and failure path before development begins.
A connected onboarding flow across four useful views.
This is a representative pattern. The real records and handoffs are mapped to your Xplan configuration.
Client starts onboarding
The client sees a branded checklist, completes the requested information and uploads the required documents.
Xplan remains authoritative
Agreed client and workflow data is read from or returned to the correct Xplan records using the supported connection method.
Staff handle exceptions
A focused workspace shows missing information, data changes, approvals and the next owner.
Leadership sees progress
A reporting view shows where cases are ready, delayed, waiting on clients or blocked by an internal action.
Use custom software only where it earns its place.
Use standard Xplan first
If configuration, Xplan Client Portal or an existing module solves the problem properly, custom development is unnecessary.
Build the missing experience
Custom work is useful when the firm needs a distinct client journey, staff interface or cross-system workflow that standard screens do not provide.
Confirm the connection
Available APIs, licenses, permissions and implementation-partner responsibilities are verified before the scope is committed.
A ten-week onboarding delivery provides a real starting point.
The published case study covers a national advice group, Xplan, secure Microsoft Entra sign-in, workflow automation and operational reporting. Client identity is withheld by agreement.
A safe integration path
Start with one complete flow, then expand.
Map ownership
Agree which system owns each record, action and approval.
Prove access
Confirm the supported API, permissions, sandbox and vendor constraints.
Build one flow
Deliver the smallest complete client or staff workflow first.
Test and launch
Run business acceptance, security checks, training and release readback.
Focused integration work commonly starts at $7k-$12k + GST.
Connected portals or staff applications commonly cost $25k-$45k + GST. Access, data quality, security and workflow complexity determine the final scope.
Xplan integration questions, answered plainly.
Does Luminair replace Xplan?
No. Xplan remains the planning and CRM platform for the agreed records. Luminair builds a focused experience around it rather than creating a competing source of truth.
Does Xplan already have a client portal?
Yes. Iress offers Client Portal through Xplan. Luminair is relevant when a firm needs a more tailored journey, adjacent workflow or connection across several systems.
Can a Luminair portal write information back to Xplan?
Potentially. The exact records, approval rules and supported connection method must be confirmed for the firm before development.
Can Luminair work with our existing Xplan consultant?
Yes. A clear division of responsibility lets the implementation partner handle Xplan configuration while Luminair handles the custom product and integration work.
What is a sensible first Xplan project?
Choose one complete workflow with a clear owner and measurable friction, such as onboarding, annual reviews, document collection or service-case visibility.
Has Luminair delivered work connected to Xplan?
Yes. Luminair has delivered a connected onboarding workflow for a national advice group using Xplan, Microsoft Entra and Power Automate.
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Luminair is independent of Xplan. Daniel Rickard leads the scope, system boundary and delivery decisions, coordinating with your vendor or implementation partner where access and platform changes need to be agreed.