courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 months ago

12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan?  For example, curious about using advanced search criteria and Xport to audit...
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jarrod.goodall's avatar
jarrod.goodall
Social Sightseer
8 months ago

Hi Courtney,

We really miss having a dedicated BDM. One of the projects we need to work on is pulling data from another system—our custodian—to ensure that portfolio data and client information are up to date. 

How do we go about starting this project and is there an API that we can work with to make this work?

Regards

Jarrod

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 months ago

Hi Jarrod, great question and happy to help. While you may not have a one-on-one Account Manager, there is a team of specialists who can help direct you to the right people for projects such as this - raise a request via Iress Connect initially - just say that you were talking to me on the Advisley AMA, and they will put you in touch with the right person.

Xplan has an open API so it is absolutely possible to push data from another system into Xplan. You generally need an API specialist on your end who can do all the heavy lifting of building out the API but once agreement are signed, you are given access to a developers forum to walk you through all the technical requirements.

We are absolutely happy to help you work through this.

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