The #1 Document Management Integration for Xplan.
Every Xplan Client Deserves a Complete, FCA-Ready Suitability File.
Make every Xplan client record complete, compliant - and defensible.
Turns Every Xplan Client Into a Complete, FCA-Ready Advice File.
Everything filed to the correct Xplan client
No duplicate client records
Instant visibility of what's been sent, signed and still outstanding
Full audit trail built from day one
Iress Xplan Without Workiro
Xplan manages the advice process - but evidence is buried.
• Suitability files scattered across drives and inboxes
• Emails and client approvals living in personal inboxes
• Review prep requiring hours of manual document gathering
• Compliance evidence rebuilt under pressure when requested
Iress Xplan After Workiro
Workiro organises the evidence that proves the advice was sound.
• Every suitability document and email captured to the right Xplan client
• Client approvals timestamped with full audit certificate
• Built-in eSign - signed docs stored automatically against the record
• One governed, FCA-ready advice file per client
See the difference
1 Clean Client Record
Xplan clients sync automatically - no manual setup, no duplicate admin
Updates in Xplan reflect instantly - always consistent across both systems
No duplicate client records - one clean, governed file per client
Suitability Evidence Stored Against the Client
Suitability reports and fact finds filed automatically - linked to the correct Xplan client
Client communications captured alongside advice records - full interaction history, always
Emails auto-captured - no manual download-and-save steps
Audit Trail Built Automatically
Version control across every draft - see who changed what and when
Signature certificates attached to final documents - stored against the client
Complete activity history across the advice file - ready when the FCA asks
Iress Xplan integration demo
Every Advice Approval Captured. Every Suitability File Complete.
Fact finds, research and recommendations stay connected - no hunting across systems before a review
Compliance reviews happen faster - all supporting documents visible in one place
Every approval timestamped and filed - against the correct Xplan client, from desktop or mobile
Client communication attached to the advice record - full interaction history, always
Fast Client Sign-Off. Proof of Approval Stored Automatically.
Secure document sharing via a no-password link
Client comments captured on the advice document
Built-in eSignature with full audit certificate
Signed documents filed against clients automatically
When the FCA Calls, Your Suitability File Is Already Ready.
Client objectives, risk profile and fact finds filed to the client
Research, suitability evidence and recommendations stored in context
Every client approval timestamped and traceable - signed, versioned, defensible
Full audit pack retrievable in minutes
Iress Xplan integration demo
Keep Every Client File Defensible — Without Slowing Down.
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