AI inside xplan

A Chrome extension that puts an AI assistant on every Iress xplan client page, built for Advisermate.

ClientAdvisermate

IndustryFinancial advice software

Year2025

ServicesCustom software, AI

45 → 15 minPer client

3 → 1Systems advisers switch between

10+Advisers in beta

The challenge

Writing one Statement of Advice meant pulling data from three systems and formatting it by hand. Advisermate wanted that friction gone without asking advisers to learn a new tool or leave xplan.

What we built

An assistant bar on every xplan client page, with no second login or separate dashboard
One-click client summaries from live xplan data
AI-drafted Statements of Advice
Built on Chrome Manifest V3, the Claude API and Firebase

See it in action

Today

Phases 1 and 2 are complete. The extension is preparing for release across Advisermate’s adviser network.

Have a similar workflow problem?

We build on top of the tools your team already uses and put AI only where it saves real time.

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