Seamless Two-Way Integration
After a quick and simple set up, effortlessly import your clients' personal and financial information from Xplan. You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into Xplan.
In Depth Financial Information
We have gone the extra mile to ensure our API can import and export as much financial information as Xplan allows. Including Incomes, Expenses, Life Assurance, Pension Plans, Liabilities, Assets, Savings & Investment Plans and Pensions in Payment.