Iress ContributorHi 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
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
Iress ContributorCan 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
Thank you for your offer of assistance.
In response, we are seeing some time wasted transferring client information from documents provided by financial advisors into Xplan for a number of reasons so we'd like to streamline this process by using an API to create/amend client information into Xplan first time every time.
Also, there are a few emails being exchanged between the paraplanning company staff and financial advisors, asking for further clarification in regards to the sub-products/sub-classifications used. Once the information has been provided by financial advisors, we would like to trigger a process to upload the relevant information into Xplan using API.
In essence, we have identified that there are a number of manual tasks that could be automated/streamlined using API ... hence my original post.
Thank you for your input to address the above conundrum and I hope that your response(s) can help others as well.
Cheers,
Michael
Iress ContributorApologies in advance but I am a little lost.
Focusing on "we are seeing some time wasted transferring client information from documents provided by financial advisors into Xplan for a number of reasons so we'd like to streamline".
By documents are you referring to PDFs, docx, etc? How do you see APIs taking data from these documents? I ask as, if you are currently getting the information from these documents into a useable digital format, could you save as a CSV and do an upload to Xplan.
Cheers
Andrew
