Integrations
Empower your practice by integrating with various third-party applications and cutting-edge AI tools. Streamline operations, identify growth opportunities, and experience next-level financial intelligence today with our diverse integrations.
We encourage practices to use technologies that will suit their business needs provided appropriate records are kept in Xplan in line with the Record Keeping Licensee Standards. In order to facilitate this we have a two-level approval process.
Download Your Technology Action Plan
Download the Technology Implementation Action Plan on for a step-by-step guide to implementing Tech within your practice, please download the template below:
Download:
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CPAL Approved Provider CPAL has undertaken system data security checks, tested and integrated the software. Responsibility
Providers Fact Find and Client Portal Digital Signatures Practice Management |
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CPAL Security Approved Provider CPAL has undertaken system data security check, but the practice is responsible for set up, testing, integration. Responsibility
Providers Can’t see a provider you use or want to use here. Get them to complete this form. |
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Generative AI Dive into our AI Resource Center for insights and tutorials on integrating Artificial Intelligence into your business' strategy. Continually updated by our expert team, these resources will keep you at the cutting edge of financial AI innovations. Resources AI Tools CPAL Security Approved AI Tools:
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Centrepoint and Iress Data Security
We have developed two flyers that can be used with your clients describing what arrangements are in place to protect their personal information. Click below: