Client Portal Fact Find & Comparison Report

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.

Adviser Side

Within the Client, go to:

Client Portal > Access

Client Portal Access

Make sure the Client “Fact Find” Status is set to Unlocked:

  • Click Edit (top right)
  • Change the status to Unlocked
  • Click Save
Fact Find Unlocked Fact Find Access

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:

Email Notification

Any updates from the client will appear in the Comparison Report stored within the Client Notes:

Comparison Report

Changes will flow through to the Client file, and differences will be highlighted in the attached report:

Changes Highlighted

Client Side

Client Portal login: (Choose the relevant Xplan Site)

Client Login

Client and Partner sections will appear only for entities with both roles:

Client and Partner View

Clients can:

  • Update data via Update buttons
  • Navigate directly to categories using the left-hand menu
  • Save and exit anytime and return later
Client Navigation

After submission, the following confirmation screen will appear (do not close until advised):

Submission Confirmation Submission Complete