Fact-find preparation from existing client data
Designed around a clear trigger inside Iress Xplan, a reviewed AI draft and a measurable reduction in admin time.
Iress XplantoReview
Financial advice and mortgage broking software
AI automation for Iress Xplan.
AI automation for Iress Xplan means layering reviewed AI agents on top of Iress Xplan to handle work like fact-find preparation from existing client data, meeting note triage into Xplan record working natively with Iress Xplan features like Xplan, WealthSolver, Xtools+. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Iress Xplan.
Iress Xplan is the most-used financial planning software for Australian advice practices, covering CRM, modelling and SoA. Horizon AI builds reviewed AI workflows that sit inside Iress Xplan, layered onto how your team already works.
30 min with our Director. No sales rep, no follow-up.
Iress Xplan
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Iress Xplan
AI workflows that speak Iress Xplan's language.
Below are the actual product modules, features and ecosystem partners Iress Xplan uses - the AI layer Horizon AI builds slots into these, not around them.
Drop an AI layer on top of Xplan to remove the rekeying tax. The agent can take Client Portal data into Xtools+ super and pension modelling, run WealthSolver comparisons across 890+ super, pension and investment products, draft SOA sections, update CRM records, reconcile CommPay revenue, and lodge documents to DocuSign - all through Iress Open APIs so paraplanners produce compliant advice faster without rekeying client facts.
By the numbers. Iress Open supports 100+ fintech / regtech integrations and Iress reports 19,400 active community users in its Xplan community.
Iress Xplan modules and features we work inside
XplanWealthSolverXtools+CommPayXplan PortfolioXplan Roadmap Hub
Other Iress Xplan implementation specialists in Australia
- PlannerPal
- DocuSign
Horizon AI sits alongside these specialists - not as another implementer of Iress Xplan itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Iress Xplan AI workflows
First workflows worth automating in Iress Xplan.
Each workflow has a defined trigger inside Iress Xplan, a reviewed AI step and a measurable change in how the team spends its week.
Meeting note triage into Xplan record
Designed around a clear trigger inside Iress Xplan, a reviewed AI draft and a measurable reduction in admin time.
Iress XplantoReview
SoA section draft prep for paraplanner review
Designed around a clear trigger inside Iress Xplan, a reviewed AI draft and a measurable reduction in admin time.
Iress XplantoReview
Review meeting brief generation
Designed around a clear trigger inside Iress Xplan, a reviewed AI draft and a measurable reduction in admin time.
Iress XplantoReview
Compliance task chasing across the practice
Designed around a clear trigger inside Iress Xplan, a reviewed AI draft and a measurable reduction in admin time.
Iress XplantoReview
How the integration works
AI inside Iress Xplan, not bolted on top.
Iress Xplan integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services - wire Iress Xplan into Horizon-built workflows
- AI implementation services - scope, build, test and hand over the workflow
- AI workflow audit - review what should be automated first
workflow.liveLive
Iress XplanSource
Reviewed draftReview gate
Iress XplanAction
- AI Summary drafted review
- OK Iress Xplan update prepared queued
Often paired with
Software we build Iress Xplan workflows alongside.
Best fit for
Iress Xplan sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Iress Xplan, the sector landing page covers the full software stack we build around.
Common questions
Iress Xplan AI automation, answered.
Can AI handle fact-find preparation from existing client data in Iress Xplan?
Yes - this is one of the first Iress Xplan workflows Horizon AI builds. An AI agent watches for the trigger inside Iress Xplan, drafts the fact-find preparation from existing client data, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Iress Xplan features like Xplan and WealthSolver?
It works alongside them. Horizon AI builds against Iress Xplan's own capabilities - Xplan, WealthSolver, Xtools+, CommPay - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Iress Xplan reports iress open supports 100+ fintech / regtech integrations and iress reports 19,400 active community users in its xplan community.
Can Horizon AI integrate with Iress Xplan?
In most cases yes. Iress Xplan exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Iress Xplan?
No. Iress Xplan stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Iress Xplan.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Iress Xplan?
Tell us the Iress Xplan workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.