michael.jacquin's avatar
michael.jacquin
Valued Supporter
8 months ago

Ability to make API calls using a Planner Central license

Hello All,

I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license.

We are contemplating making API calls to Xplan in an effort to reduce data entry errors but we are not sure if the Planner Central license would allow us to do so as there is not much information on Iress' website to that effect.

Accordingly, can anyone on here please share about whether a Planning Central license would allow us to make API calls to Xplan?

If it is not possible to make API calls using a Planner Central license, can anyone please let me know what type of license the paraplanning company would need to get in order to be able to have the ability to make API calls to Xplan?

Thank you in advance.

Michael Jacquin

xplan

8 Replies

  • andrew.wilson.0's avatar
    andrew.wilson.0
    Icon for Xplan Expert rankXplan Expert
    8 months ago

    Hi Michael

    It's great to see you exploring APIs—they can be a valuable tool in many situations.

    Iress does not permit API Keys to be issued under a Planner Central license. At a minimum, the paraplanning company would need to transition to a standalone site to be considered for an API Key. Additionally, Iress would need to assess the intended use and purpose of the API before granting access.

    I hope this clarifies your query.

    Andrew

    • michael.jacquin's avatar
      michael.jacquin
      Valued Supporter
      8 months ago

      Hi andrew.wilson.0 

      Thank you ever so much for taking the time to respond to my enquiry.

      It is deplorable that we cannot make API calls to Xplan using the Planner Central license as we had identified that the biggest workflow improvements would be from our ability to interface directly with Xplan to input client information accurately and efficiently. We will potentially explore other alternatives to Xplan (ie, competitors that allow for API calls to be made to their platform without charging an arm and a leg) so as to present an alternative to the paraplanning organisation's stakeholders.

      We are open to any other alternatives and suggestions anyone might have implemented already as to the most efficient ways to enter client information in Xplan.

      Thanks again.

      Michael

      • andrew.wilson.0's avatar
        andrew.wilson.0
        Icon for Xplan Expert rankXplan Expert
        8 months ago

        Hi michael.jacquin 

        Can you detail what precisely you are trying to achieve and where the issue sits in your process?  If I can understand the use case, then I may be able to give you an alternative to achieve the desired outcome.

        Thanks

        Andrew

         

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content