Integrations

Connect Advice Designer to your favourite wealth technology.

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Financial planning software interface showing advice outline with steps like scope, research, and strategy. Includes sections such as entities, scope of advice, date of advice, and scope limitation, with navigation menu and upload options.

Advice Designer + Xplan

Financial Modelling

Import Xtools+ scenarios from your Xplan site and include them in your Advice Document and Advice Presentation.

Financial modelling tables and charts can be configured and displayed in your unique practice branding.

Client Data

Connecting Advice Designer to your Xplan site provides access to your client fact-find data within Client Focus.

Fact-find data imported within Advice Designer can be updated and synced back to your Xplan site.

Research

Advice Designer can import scenario research data from your Xplan site for both Risk Researcher and WealthSolver.

Scenario data can be reviewed and included in your plan and outputted into your Advice Document and Advice Presentation.

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Advice Designer + MyProsperity

Client Documents

Seamlessly upload client documents from published Advice Designer plans directly to your client within myprosperity. Documents uploaded can then be accessed by the client via their documents section, rooms or sent to the client for digital signatures.

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Want to see Advice Designer in action?

Book a demo now to get access.