Technology Stack

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:

Technology Action Plan

 

CPAL Approved Provider

CPAL has undertaken system data security checks, tested and integrated the software. 

Responsibility

  • CPAL performs data security check​.
  • CPAL assess system/complete integration setup​.
  • CPAL update templates/systems.​
  • CPAL test systems.​
  • CPAL to perform due diligence on reliability of projection and input of CPAL projection rates.

Providers

Fact Find and Client Engagement

Digital Signatures

Client Portal

Practice Management

Managed Service Provider & Cybersecurity

SMSF Administration

Platform RoAs

 

CPAL Security Approved Provider

CPAL has undertaken system data security check, but the practice is responsible for set up, testing, integration.

Responsibility

  • CPAL perform data security check​.
  • Practice to assess system/complete integration setup​.
  • Practice to update templates/Systems.
  • Practice to test systems.
  • Practice to perform own due diligence on reliability of projection and input of CPAL projection rates.

Providers

Can’t see a provider you use or want to use here? Get them to complete this form:

 

Generative AI

Find out more about AI, AI standards and approved AI tools below.

Resources

  • AI Licensee Standards (Coming Soon)

CPAL Security Approved AI Tools:

 

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:

Centrepoint - How we manage your data and security

Iress Information Security