Can data be pre-populated through IRESS Xplan?

Currently, there is a one-way integration with Xplan. The current information that can be migrated into EVPro is:

  • Required client information
  • Assets but no Contributions or charges
  • Debts but can't differentiate between Repayment and Interest only
  • Income

What this means is that once a client has been migrated over Assets and Debts will need to be checked and any missing information added.

To migrate a client, log into EVPro and use the 'Import client' button to find the client.

It is important that the client's date of birth is recorded in Xplan.  If not, the client will not be able to be migrated.

 

 

 

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