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Hostplus Self-Managed Invest and Xplan integration
Hostplus
Hostplus has partnered with Iress to make the ongoing management of your clients’ SMI investments easy. If you use Xplan, you’ll now have the ability to set up data feeds.
How to access Hostplus SMI data feeds in Xplan
New Hostplus SMI advisers: Click here to register as an adviser for Hostplus SMI. You'll need your ASIC financial adviser number and proof of identification (e.g. a driver’s licence).
Existing Hostplus SMI advisers: Skip to step 2.
Using the same email address from your Hostplus SMI registration, email the following information to smiadvisers@hostplus.com.au:
- Subject line: ‘Xplan data feed registration’
- ASIC financial adviser number
- Full name
- Dealer group
- Practice name
Your Xplan Adviser ID will be provided to you within seven business days. Please note that your Xplan Adviser ID will be different to the username you use to log in to the SMI Adviser portal.
Configure Xplan to start accepting the SMI data feeds. Detailed set-up instructions can be found here.
Xplan application origination function
Hostplus has partnered with Xplan to create SMI application origination functionality. This will allow you to create and submit SMI applications directly from Xplan, using the existing client data in Xplan.
This functionality will save you time and avoid the need to duplicate information that’s already stored in Xplan.
You can request early access to this functionality before it’s formally introduced to the broader industry.
To request access, please email your contact details to SMIAdvisers.
