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Iress Xplan logo Iress XplanFinancial advice and mortgage broking AI integration

AI automation across Iress Xplan and the rest of your software.

Bring authorised Xplan information into Teams or Copilot and prepare the next advice-work action for review.

Cross-system briefing

Iress Xplan · Financial advice and mortgage broking
TW Tom W.8:41 AM @Horizon, brief me on this client using approved Xplan records, the latest file notes and Outlook messages.
HorizonAPP8:41 AMOn it. Checking Iress Xplan and Outlook now.Notes checked in Iress XplanLatest client emails read in OutlookCross-checked and compiled into one briefing
A cross-system client briefing.

Advice-work priority list

Iress Xplan · Financial advice and mortgage broking
PN Priya N.9:12 AM @Horizon, show me clients with incomplete review work or upcoming actions and who owns the next step.
HorizonAPP9:12 AMOn it. Checking Iress Xplan now.Work checked in Iress XplanCross-checked and compiled into one list
An advice-work priority list.

Update

Iress Xplan · Financial advice and mortgage broking
MD Marcus D.11:26 AM @Horizon, prepare the supported client note or workflow update and show me before saving.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadNothing saved in Iress Xplan until you approve
A governed Xplan update.
Book an Iress Xplan integration session
Connect with
Xplan Client PortalInvestment platform data feedsPlannerPalDocuSign logoDocuSign
Native tools and custom work

Work with your firm's Xplan setup.

Your existing software

Check what is already available

  • Xplan keeps the firm's client records and advice workflow, with connected services controlled by Iress and the practice.
  • Iress Open supports approved integrations. Available records and actions depend on the agreed capabilities and each site's permissions.
  • Confirm the tools already available to your Australian practice before treating a custom integration as necessary.
A custom Horizon workflow

Scope the useful addition

  • Bring approved client records, file notes and the relevant Outlook messages into a review briefing.
  • Prepare a supported note or task update with its source context for an authorised person to approve.
  • Keep advice, suitability and compliance decisions with the adviser. Test against your actual Xplan configuration.

Official sources checked 29 September 2026: Iress Open Standard · Iress integration patterns.

Finance team workflows AI integration services
The connection

How does Horizon actually get into Iress Xplan?

Horizon connects through Iress Xplan's official API. Your organisation approves the account, records and actions in use before the workflow is built.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
Iress XplanYour approved records
01 · See

What Horizon can see

In Iress Xplan, Horizon can work with the client, adviser, portfolio, activity and other supported Xplan information enabled for the authorised customer.

02 · Prepare

What Horizon can prepare

Horizon shows your team each proposed Iress Xplan change before anything is saved. Supported client or workflow changes stay behind adviser or authorised-staff review.

03 · Start

How work can start

For Iress Xplan, Horizon checks agreed Xplan information on a controlled schedule and uses supported change routes where the customer's services allow.

What we confirmed about the Iress Xplan connection

  • Each Xplan environment can be configured differently, so the live customer service must be checked before promising a workflow.
  • Horizon adds value by combining approved Xplan records with email, files and other systems.
  • Advisers retain responsibility for every advice and compliance decision.

Checked against official Iress Xplan information on .

Day to day

Use Iress Xplan without jumping between systems.

Iress Xplan stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Adviser8:42 AM “Brief me on this client using approved Xplan records, the latest file notes and Outlook messages.” A cross-system client briefing.
Practice manager11:18 AM “Show me clients with incomplete review work or upcoming actions and who owns the next step.” An advice-work priority list.
Client service officer3:06 PM “Prepare the supported client note or workflow update and show me before saving.” A governed Xplan update.
AI automation for financial advisers and mortgage brokers AI integration services Midwinter AI integration
Often paired with

Software we connect with Iress Xplan.

Midwinter logoMidwinter AI automationAdviserLogic logoAdviserLogic AI automationPlutosoft logoPlutosoft AI automationSalestrekker logoSalestrekker AI automationBrokerEngine logoBrokerEngine AI automation
Common questions

Using Horizon with Iress Xplan, answered.

What could our team ask Horizon to do with Iress Xplan?
Bring authorised Xplan information into Teams or Copilot and prepare the next advice-work action for review. Typical results include a cross-system client briefing, an advice-work priority list, and a governed Xplan update.
Can our team use Iress Xplan from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Iress Xplan information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Iress Xplan with Outlook, SharePoint or our other software?
Yes. We design one workflow around Iress Xplan and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Iress Xplan, not just answer questions?
Yes, where Iress Xplan supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Iress Xplan?
We start with one useful, controlled request such as: @Horizon, brief me on this client using approved Xplan records, the latest file notes and Outlook messages. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Iress and the customer control access to the Xplan environment and services. We confirm the tenant, client records and adviser review rules before testing.
Does Horizon replace Iress Xplan?
No. Iress Xplan remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Iress Xplan workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
Iress Xplan integration session

Show us what you want Iress Xplan connected to.

We will confirm the access path, the systems in scope and the safest first workflow.

Book an Iress Xplan integration session
30 min with our Director. No sales rep, no follow-up.