XPLAN and letter automation: integration patterns that work

Start with the boring reports

Valuation letters and recurring portfolio summaries are the fastest win: fields are well understood, volume is predictable, and reviewers can sample instead of reading every line.

Agree your golden sources

Decide which XPLAN tables and fields are authoritative for names, tax wrappers, product identifiers, and valuations. Automation exposes bad data hygiene quickly — fixing mappings early saves reputational pain later.

Batch vs on-demand

Monthly runs suit scheduled communications; suitability packs often need an on-demand refresh after a meeting. Your integration should support both without duplicate manual exports.

Human review stays central

Map approval roles the way your network already works: paraplanner draft, adviser sign-off, compliance sample. The tech should route queues, not hide accountability.

Learn more

Read our answer on XPLAN letter automation or estimate time savings for your volumes.