Free Ebook
The Ultimate Guide to Setting Up Datafeeds in Xplan
Originally published January 2023 · Updated for 2026
A step-by-step guide for Australian financial advisers on configuring datafeeds in Xplan — covering investment, insurance, super and trading data, with workflows, tips and common pitfalls.
What you'll learn
- The benefits of datafeeds in Xplan — up-to-date data, better accuracy, time savings and a stronger client experience.
- The different types of data you can feed in — investment, insurance, superannuation and trading data.
- A step-by-step setup workflow — from accessing the admin panel to entering the right details for a clean integration.
- Tips & tricks from the Umlaut team — optimising feeds, checking client mappings and handling expired datafeeds.
Why this guide
This ebook has been refreshed for 2026 — updated for the latest Xplan interface, current Australian provider arrangements and the workflow improvements our consulting team has refined across hundreds of practices.
Whether you're setting up datafeeds for the first time or cleaning up an inherited Xplan site, this guide will save you hours.
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