Enterprise DNA

Instead of Xplan

Stop renting Xplan. Own your practice system.

We build your version around how your advisers and paraplanners work, bring your Xplan client list across and run it for you. Your client file stops being a seat licence.

Iress publishes no price for Xplan. It sells three packages, Essentials, Advice Toolkit and Enterprise, and on Enterprise you choose the modules. Bring your invoice to the call.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

Most of the bill is the front end

Xplan bundles a client file, workflows, modelling, research and hosting into one agreement. Separate the part your practice runs its week on from the part it could own.

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A licence for every person

Advisers, paraplanners and client services all need access to the client file. Ask Iress how your agreement counts users before your next renewal.

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Modules you may not open

On the Enterprise package you pick modules. Check which ones your team actually uses each week against what the invoice lists.

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The client file and fact find

Households, entities, contact details and service levels. This is the record the rest of the practice hangs off, and it is plain data.

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Review and fee workflows

Review reminders, ongoing fee renewals and onboarding steps. These are dates and stages you can own and change yourself.

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Hosting and updates

Iress hosts Xplan and pushes regulatory updates. Your own version runs on hosting you choose, with the rules written where you can read them.

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Templates and reports

Review and valuation templates and standard reports. Your own version renders consent forms, review summaries and a complaints register in your brand.

The system you own

Run the advice week from one place

Fee consents

Never lose a fee to a missed window

See every ongoing fee arrangement by where it sits in its consent window, with the dollars at risk by adviser.

  • check Lists arrangements that lapsed with no consent, so the fee stops and the client is called
  • check Warns 45 days before a window closes with no signed consent
  • check Checks each signed consent names the services, the accounts and the end date
  • check Drafts the renewal consent from the arrangement for an adviser to check

Reviews

Deliver the service the fee pays for

Know which clients pay an ongoing fee and are past their review, before they notice it themselves.

  • check Reviews due and overdue by adviser, worst first
  • check Flags fee-paying clients with no review in over a year
  • check Finds fee-paying clients with no file note in 90 days
  • check Drafts the review invitation from the last meeting and the open advice

Advice files

See where every statement of advice is stuck

Every piece of advice moves from fact find to implementation with its stage, its owner and its days in that stage.

  • check Shows what has sat in compliance check for three weeks and who has it
  • check Refuses to mark advice presented without its scope and its reasons
  • check Asks for the disclosure date on New Zealand advice
  • check Keeps the advice fee beside the file for the pipeline view

Complaints and CPD

Keep the clocks you are held to

The checks run against Australian and New Zealand rules, each written down with its source.

  • check Complaints acknowledged by the next business day and answered inside 30 days
  • check CPD hours by adviser against the 40 hour year and the category minimums
  • check One compliance check across fees, advice, complaints and CPD
  • check Your licensee policies added in plain words by Enterprise DNA

Make it yours

Design your own Xplan replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Xplan. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Xplan replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Xplan data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Advice Practice for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

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Advice Practice for Claude Code

Connected to your own database

Which ongoing fee consents have lapsed or are about to?

OFA-1001

Client
Robert and Ann Fielding
Adviser
SR
Jurisdiction
AU
Annual_fee
4400.00
Currency
AUD
Window_opens
2026-03-02
Reference_day
2026-05-01
Terminates_on
2026-09-28
Window_state
lapsed
Days_left
-10

OFA-1003

Client
Margaret Dunn
Adviser
JT
Jurisdiction
AU
Annual_fee
3300.00
Currency
AUD
Window_opens
2026-04-11
Reference_day
2026-06-10
Terminates_on
2026-11-07
Window_state
open
Days_left
30

OSA-1007

Client
Sophie Williams
Adviser
MW
Jurisdiction
NZ
Annual_fee
2400.00
Currency
NZD
Window_opens
2026-11-07
Reference_day
2027-01-06
Terminates_on
2027-06-05
Window_state
not open
Days_left
240

Ask it anything

Ten questions for your Monday meeting

Each one runs against the free version's fictional demonstration practice today. Xplan has reports too; these are the questions an owner asks across them.

chat_bubble Which fee arrangements lapsed with no consent, and how much fee is that by adviser?
chat_bubble Which consent windows close in the next 45 days with nothing signed?
chat_bubble Which clients pay an ongoing fee and are more than a month past their review?
chat_bubble Which signed consents are missing the services, the accounts or the end date?
chat_bubble Which statements of advice have sat in one stage for three weeks, and who has them?
chat_bubble Which advice was presented without its scope or reasons on file?
chat_bubble Which complaints are past or close to their deadline?
chat_bubble Which advisers are short of their CPD hours with under 90 days left?
chat_bubble Which fee-paying clients have had no contact in 90 days?
chat_bubble How much ongoing fee sits on clients whose review is overdue?

Switching

How to switch from Xplan

A move usually involves exporting the records you need, mapping and checking them in the new database, then running both systems side by side before you switch.

  1. 1

    Export your Xplan records

    Export the client list from Xplan’s client search screen to CSV, using the columns your practice needs. Fee arrangements, advice files in progress and file notes come across separately, so include them in your migration plan. For a full extract, contact Iress support. Confirm what your account allows and which records you want to bring across before you start.

  2. 2

    Load a test run

    Start by loading the client list export as a test run, before moving the records into your working database. The free version imports the Xplan client list export. Fee arrangements, open advice and file notes need separate handling. If you have a full extract, mapping it is part of the work Enterprise DNA does when it builds your version.

  3. 3

    Review what the import flags

    Check the test run results against the records in Xplan. Review every item the import flags, including any fields that need mapping or records that need attention. Decide how to handle those items before loading the records for ongoing use. Do not assume that a successful test run means every field or record has been mapped as you intended.

  4. 4

    Run both systems side by side

    Keep Xplan available while you use Advice Practice for real work. Compare client records, review dates, fee arrangements, active advice files, complaints and file notes between the systems. Check that your team can find and update the records they need, and note any gaps or corrections. Keep the overlap short, but do not switch until the checks are complete.

  5. 5

    Switch off Xplan

    Once you have checked the migrated records and your team is ready to work in the new system, make Advice Practice your working system. Confirm what records you need to retain from Xplan, then arrange to end the service under your agreement. Xplan agreements renew unless you give notice, so check your own terms and notice requirements before cancelling.

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Where the real effort goes

The real work is usually mapping your practice’s own fields and rules, then deciding how much history to bring across. The client list has an import path, but fee arrangements, open advice and file notes need separate handling. A full extract carries everything, but still needs mapping. Enterprise DNA handles that mapping and migration work when you have them build and run your version.

Not ready for a call?

Get your Xplan switch plan by email

We will send you the step-by-step plan for moving your business off Xplan, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Start with the free version or have yours built

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install
  2. 2 Run npm run demo to try the fictional practice
  3. 3 Open it with Claude Code, Codex, OpenCode or Cursor
  4. 4 Export your Xplan client list to CSV and dry-run the import
Get it on GitHub

Built around your business

We customise it

A setup fee, then a retainer for ongoing work

  • check Your service packages, review cycles and licensee policies
  • check Your Xplan client list, fee register and open advice brought across
  • check A web front end for client services if your team wants one
  • check A connection to your platform or modelling tool where it is needed
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Access, backups and recovery agreed with your practice
  • check The Monday review written for the principal every week
  • check A person to call when a rule or a process changes
Book a call

Questions

Instead of Xplan, answered

Does this replace Xplan's modelling and research? expand_more

No. The free version holds the client file, the review cycle, fee consents, advice files, complaints and CPD. Cash-flow modelling, research data and platform feeds stay in the tools you use for them. Enterprise DNA can connect your version to those tools, and many practices keep a separate modelling tool anyway.

Will our Xplan data come across? expand_more

The free version imports Xplan's client list export, with a test run first. Fee arrangements, open advice and file notes come across separately. A full extract from Iress carries everything, and mapping it is part of what Enterprise DNA does when it builds your version.

Who is responsible for compliance? expand_more

Your licensee and your advisers, as now. The system checks your records against the rules it has written down, each with its source, and says what breaches. It never back-dates a consent or writes the reasons for advice on its own. Your licensee policies are added as rules you can read.

What does it cost compared with Xplan? expand_more

Iress quotes Xplan privately, so compare with your own invoice. Our installed version has one setup fee, then a retainer for the work we agree, with no charge per adviser or per module. The free version costs only hosting and the agent you run it with.

Is client information safe? expand_more

Your records sit in a database your practice owns, in the hosting you choose. For the managed version, Enterprise DNA agrees access, backups and recovery checks with you before the switch. Exports and drafts stay inside your own systems.

Make the next review cycle yours

Book 30 minutes with Sam. Bring your Xplan invoice, a client list export and the reports you run every Monday. We will map what your practice needs and what it can stop paying for.

Book a discovery call Get the free version

Advice Practice for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Xplan?

Get your version built