This guide walks you through how to initiate and manage a digital Fact Find via the Client Portal in Xplan. It covers both the adviser-side setup and the client-side experience to ensure data is collected efficiently and correctly. Once the client submits their information, any updates will be clearly highlighted in a Comparison Report stored in the client’s file notes.
Within the Client, go to:
Client Portal > Access
Make sure the Client “Fact Find” Status is set to Unlocked:
Note: If you want the client to complete both Client and Partner sections, both Client Access and Partner Access Fact Find statuses must be unlocked.
Once the client completes the Fact Find, you will receive an email notification:
Any updates from the client will appear in the Comparison Report stored within the Client Notes:
Changes will flow through to the Client file, and differences will be highlighted in the attached report:
Client Portal login: (Choose the relevant Xplan Site)
Client and Partner sections will appear only for entities with both roles:
Clients can:
After submission, the following confirmation screen will appear (do not close until advised):