If you need more information regarding Xplan's data validation rules, please contact IRESS. If this happens, you should see a warning icon next to the record when viewing them from the client menu. Xplan maintains a set of data validation rules to ensure data quality, and on occasion your Practifi data may not meet the criteria. All Feed Posts can be synced manually by using the 'Send to Xplan' button and also by a scheduled job for Feed Post. Feed Posts under interactions needed to be synced manually. IMPORTANT NOTE: Interactions will be auto-synced in near real-time. Changes made in Practifi are sent to Xplan in real-time, while changes made in Xplan are sent to Practifi on a scheduled basis this schedule can be configured by your administrator. Once clients are in sync, any updates to existing child records will be shared, as well as newly created ones. You can resolve this by linking the contacts in Xplan, then resyncing from Practifi. if income is owned by the partner, then upon initial sync it will appear to be owned by the primary. If your Practifi client contains primary and partner contacts, they will initially appear in Xplan as unlinked contacts which can cause some data accuracy issues, e.g. Certain child records only sync one way such as Portfolio, Policies and Chatter Post. an asset that's linked to a service that's linked to a client, then that record will not be in sync. This means that if a Practifi record is linked to a client indirectly, e.g. This integration creates a direct connection between the client records in both Practifi and Xplan, which causes all related child records - People, Income, Expenses, Goals, Assets & Liabilities - to be shared between systems. (Only related to Client, Primary and Partner contact, excluding attachments) (Only related to Client, Primary and Partner contact) (Only related to Client, Primary and Partner contact, includes attachments)
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Updates need manual intervention either by pressing the 'Send to Xplan' button or via a nightly feed which requires professional services intervention and therefore develo pment to your org. Real Time = Automatic sync only on creation of that record. Here's a breakdown of how information is shared between systems: Data moves in both directions with some exceptions, making it simple to keep your business management & financial planning platforms up-to-date. If you are in any doubt about the authenticity of contact from the FCA, call their Consumer Helpline on 08.Our integration with Xplan provides a seamless flow of data between systems, keeping your clients in sync, along with their critical financial information. The FCA will never contact you directly to ask for information regarding your policy or to ask you to surrender your portfolio.
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Take four minutes to find out how to keep your finances safe by visiting our ‘ Stay Safe’ page on, which includes a scam reporting form.įraudsters are also impersonating the FCA and Serious Fraud Office, claiming that Quilter Cheviot is under investigation and instructing customers to liquidate their portfolios. If you have been contacted by someone you do not recognise using a variation of a Quilter email address, or have any other security concerns, please forward the email to become Scam Smart and reduce the risk of fraud we urge you to review our guidance. We take the security of our clients and potential clients very seriously and have recently identified a number of people who are impersonating Quilter employees, by email or via a website contact page that has been reached via a search engine.
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