Ditch the data-entry
Save 1.5 hours per client by cutting the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your system of record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of time back.
Benefits
Save Time
Replace manual paperwork with a smart, online process. Receive alerts when forms are complete, then sync data back into Xplan.
Eliminate Errors
Track every change from the original Xplan data to the client's updates. Review and validate changes before they're synced, ensuring you maintain data accuracy and compliance.
Better Client Experience
Create a professional, friction-free onboarding experience. Clients enter their information once, you review and approve it, and the system does the rest—no paper forms, no double handling.
Smarter client data capture for Xplan-based advice firms
AdvisorForms streamlines the way you collect and manage client information in Xplan. Before sending, you can include or exclude sections so the form captures only what's needed. Clients complete the form online, and you review every change from the original Xplan data to their edits—approving what syncs back. This creates a smooth, professional process that saves time for both you and your clients.
Built specifically for Australian financial advice practices, AdvisorForms removes the friction from fact finds, annual reviews and ongoing data maintenance. Instead of emailing PDFs, chasing signatures, and re-keying responses into Xplan, your clients receive a secure link to a branded online form pre-populated with their existing data. They confirm what is current, update what has changed, and submit—often from their phone in under fifteen minutes.
Every submission flows into a structured review queue where advisers and support staff see a side-by-side comparison of the original Xplan record and the client's response. You can accept changes individually or in bulk, leave notes for your paraplanning team, and trigger the sync back into Xplan with a single click. Nothing updates your system of record without explicit approval, so compliance, auditability and data quality are preserved end-to-end.
Designed around real adviser workflows
AdvisorForms supports the full advice lifecycle—new client onboarding, fact find refreshes, risk profile questionnaires, insurance reviews and SoA preparation. Forms are fully configurable: hide sections that are not relevant, add custom questions, require specific evidence uploads, and brand the experience with your firm's colours and logo. Risk profile scores are calculated automatically and written back to the correct Xplan field, eliminating transcription errors that can lead to compliance breaches.
Practices using AdvisorForms typically save 1.5 hours of administrative time per client engagement, recover dozens of paraplanning hours each month, and report higher client satisfaction thanks to the modern, mobile-friendly experience. Data is hosted in Australia, encrypted in transit and at rest, and aligned with the Australian Privacy Act and APP guidelines—so you can adopt digital data capture with confidence.
The result is cleaner data, a faster onboarding and review process, and more time to focus on providing valuable advice.
"Using AdvisorForms in our business has greatly improved our internal efficiencies and would recommend to any firms looking for a client data solution. It has a professional user interface for clients to accurately enter information, and having this transfer immediately to Xplan removes the double handling of data which saves our business a significant amount of time. The software is simple to use and we have had great feedback from clients."
Included with AdvisorForms
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Digital Fact Finds icon
Digital Fact Finds
Online forms such as a Fact Find or Review, with the ability to include or exclude sections before sending to your client.
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Risk Profile Questionnaire icon
Risk Profile Questionnaire
Capture a client's RPQ directly within the form. The result is calculated automatically and synced back into Xplan.
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Change Trail icon
Change Trail
Full audit trail showing all changes from Xplan to the client's edits. Review and approve before syncing back into Xplan.
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System Integration icon
System Integration
Seamless two-way sync with Xplan — no manual data entry required.
Ready to eliminate data entry from your process?
Get startedFrequently Asked Questions
Common questions about AdvisorForms and digital data capture.