FAYBL AI Assistant

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

Faybl.com is a leading provider of Agentic and Functional AI tools for the Enterprise that can help the sole practitioner or enterprise grow their client base, reduce costs, and improve turnaround times.

This is a custom integration which means that the integration was built by the third party integrator in conjunction with Iress.  You may not be able to enable the connection directly and should refer to the setup instructions for clarification on how to proceed.

Integration summary

In one experience, FAYBL provides Advisors a suite of functional and Agentic AI tools that can help an Advisor work with their larger Client Base, reduce costs, and improve turnaround times.

Software type: Client Engagement and Workflow Automation

Locale(s):  AU

Contact details for integrator: support@faybl.com

Website for integrator: https://www.faybl.com

Description provided by the integrator:

FAYBL's Autonomous General Agent provides:

• Autonomous management of comprehensive workflows across key enterprise systems like email, CRM, and SharePoint, requiring little to no change to existing infrastructure.
• Proactive detection of client inquiries, market news, and business flows, autonomously researching, recommending, and executing tasks within a secure, private client context.
• The ability to transform advisor service by handling everything from simple queries to orchestrating entire processes, including drafting complete advice documents and managing compliance, all while ensuring human oversight.

FAYBL's Autonomous General Agent integrates seamlessly with Xplan, a leading financial planning software developed by IRESS.

This integration allows financial planners to instantly bring Xplan into the AI age, leveraging the Agent's advanced capabilities for automated workflows and enhanced client service, while maintaining all the benefits of the Xplan back-office suite of tools.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

While this integration is in pilot it will be enabled manually by Iress and FAYBL on your behalf.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress: Contact FAYBL for assistance.

For further assistance

Please contact your Iress representative (Account Manager/Executive) or FAYBL if you need further assistance.