Coming soonBack Office & Planning
Capture advice from XPLAN and record it in the compliance ledger.
Iress XPLAN is one of the most widely used financial planning and advice platforms in the UK and Australia. Bedrock integrates with XPLAN to capture suitability reports, client fact finds, and advice documents — creating an immutable audit trail from the moment advice is generated within the platform.
How it works
Adviser generates a suitability report or advice document in XPLAN
Bedrock captures the document via XPLAN API integration
The document is recorded in the ledger and routed for review
The completed certificate is linked back to the client record in XPLAN
Features
- Automatic capture of XPLAN advice documents
- Fact find and client data used to enrich ledger metadata
- Bi-directional sync — certificates written back to XPLAN
- Full audit trail from advice generation through to certificate
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
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