We automate investment, super, and insurance application forms by pulling data directly from your Xplan client records. No more manual entry, no more re-keying data you already have — just accurate forms, done instantly.
Used by advisory firms across Australia
Time per application form
Data that lives in Xplan should never be typed twice.
Every time your team fills out an application form, they're copying data that already lives in Xplan — names, addresses, TFNs, fund details, beneficiaries. That's not work. That's transcription. And it shouldn't take an hour.
45–90
minutes per form, manually
3–5
application forms per advisor per day
100%
of that data already in Xplan
No new software to learn, no change to your advice process — we slot into how you already work.
Select the client in Xplan and choose the form type — investment application, super rollover, insurance application, or any other. A single click starts the process. No form-filling begins yet.
The automation reads the client's Xplan record — personal details, TFN, fund memberships, beneficiaries, financial data — and maps every field to the correct section of the application form. Instantly. No manual entry.
You review the pre-filled form, make any advice-specific additions, and approve. It's routed automatically to DocuSign or your e-signature platform, and the completed document is filed back into Xplan — no extra steps.
Total time in your hands: under 45 seconds
If the data already lives in Xplan, we can automate the form. Here's what we most commonly build for advisory firms.
We have worked with clients to automate forms from Latrobe, Trilogy, Macquarie, HUB24, Expand, and more. We have the capability to automate every PDF application form — auto-filled from Xplan client data in seconds.
60 min → 45 sec
per investment application
New super account applications, fund-to-fund rollovers, contribution authorities, and binding death benefit nominations — all fields drawn directly from the client's Xplan record.
45 min → 45 sec
per super application
Life, TPD, income protection, and trauma insurance application forms — personal statements, occupation details, and beneficiary data all populated from Xplan client data automatically.
Transfer authority forms, in-specie transfer requests, and fund rollover instructions — pre-filled using existing member numbers, fund details, and client identifiers already in Xplan.
Binding and non-binding death benefit nomination forms, reversionary pension nominations, and insurance beneficiary updates — auto-generated from the beneficiary data already recorded in Xplan.
Platform switch instructions and rebalance requests — client details and existing holdings pre-filled, leaving only the advice-specific investment decisions for you to enter.
Alex Barr
Morgan Wealth Management
"Had a great experience with these guys. Raghave automated forms we used to manually fill out for every new client. His AI automations work like a charm — great handover documentation too, which is rare, and the automations now trigger follow-up actions across other systems. Makes things so easy."
40 min → 35 sec
per new client form — admin only, advice unaffected
Adriana Grant
Newhaven Group
"We love working with Raghave. He is incredibly responsive, works at speed, and always gets the job done. His solutions are efficient, reliable, and have made a real difference to our workflows. Would highly recommend to anyone looking for reliable automation solutions."
60 min → 40 sec
per application form
Why advisors switch
No more manual re-entry of data already in Xplan
Fewer errors — data comes straight from the source
Completed forms filed back into Xplan automatically
DocuSign routing without any manual steps