Don't use Xplan? You can still save time.
FirstChoice's new data integration with Xplan makes client origination pain free. A host of new features enables you to unleash.
Pain-free set-up
FirstChoice account set up time has been reduced by up to 80%, because now all your onboarding data comes automatically with you.
No painful human errors
Now that FirstChoice seamlessly integrates with Xplan you simply enter client data once and you’re done.
Save time on training
FirstChoice is now even easier to use, and with an intuitive client origination workflow aligned to your processes, you can save time and money training staff.
Yvette Peucker,
Head of Operations
Direct Wealth
October 2023
“There are significant time savings”
We had no trouble pulling through the info... the information it had for the client was perfect. We loved the fact that direct debit is there, we didn't need to go in and out of everything. There are significant time savings.
Integration in action
Getting started
Reuben Haines,
Head of Operations
Life Sherpa
October 2023
“This makes FirstChoice a no brainer”
The best way to reduce risk of mistakes is to remove human interaction with data. It’s really easy to see validation as it highlights missing fields. The pre-filled documentation and ease of downloading/uploading what you need was a nice touch. It looks like FirstChoice is getting to be a step ahead.
Getting started is simple
Step 1
Step 2
Select ‘Apply - Using Integration’ and agree to the terms of use.
Step 3
Select Start Xplan linking and search for your unique Xplan URL. If you can’t find your Xplan URL, please follow the prompts on-screen. If you don’t use Xplan, you can skip this step and jump straight into the new client origination journey.
Step 4
Search for your clients and open any new FirstChoice Super or Pension accounts using pre-populated client data from Xplan.
FirstChoice client onboarding journey webinar
Watch our webinar where we answer your questions and uncover the integration benefits for both Xplan and non-Xplan users.
Belinda Barclay,
Experienced Financial Adviser
October 2023
“It's all done for you”
The integration takes out so much time, like checking the TFN, checking this, checking that. It cuts out clicking back and forth on different pages in Xplan. Making mistakes by doing it manually can be embarrassing when you need to ask the client to resign documents. It holds up the process and is costly. FirstChoice client origination is now so much easier than competitor solutions.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Adviser use only
Source: CFS. Reducing FirstChoice account set up time by up to 80% is an estimate based on setting up two FirstChoice Wholesale Personal Super and a joint FirstChoice Wholesale Investment account for a family client.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL, CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document provides general information for the adviser only and is not to be handed to any investor. It doesn’t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.