What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Generate and manage contracts dynamically by integrating legal and sales systems.
Example
"When a contract is signed in Ironclad, upload a PDF copy to Box and update status in Salesforce."
Memory Recall
Track advisor updates and portfolio recommendation changes.
Example
"Get logs of client profile updates and advice changes in Iress XPLAN."
Instant Reaction
Alert advisors when client portfolio sync fails in Iress XPLAN.
Example
"Send notification if account balances failed to update overnight."
Autonomous Routine
Monitor data feeds, portfolio valuation, and risk profiling.
Example
"Send morning sync status report for all client accounts."
Agent-Initiated Action
Retry failed sync or reroute to secondary data source.
Example
"Reattempt sync if feed failure matches timeout pattern."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync wealth data
Google Sheets
Log client assets
Slack
Notify advisors on portfolio changes
Try It with Your Agent
Example Prompt:
"Track client portfolios from Iress XPLAN in Sheets and notify advisor when allocation shifts."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Iress XPLAN in Fastn UCL: Navigate to the Connectors section and select Iress XPLAN, then click Connect.
2
Authenticate with your XPLAN API credentials.
3
Enable “get_client_data” and “update_portfolio” in the Actions tab.
4
Use the AI Agent to support financial planning operations.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
