Automated Data Solutions for Australian Financial Services Firms
Stop spending 400+ hours a year on manual FDS generation, fragmented Xplan exports, and compliance spreadsheets. We connect your data stack — Xplan, Midwinter, Coin, your wrap platform — into a single, automated, audit-ready intelligence layer.
The Data Problems Holding Your Practice Back
Manual FDS Generation
Advisers spending 3–4 hours per client pulling Xplan exports, reconciling fee structures, and populating Word templates — every year, for every ongoing fee client.
Xplan & Midwinter Data Silos
Your CRM, cashflow modeller, and wrap platform have never spoken to each other. Getting a whole-of-practice view means manual exports and a spreadsheet only one person understands.
ASIC Compliance Exposure
Late FDS issuance, missed OFA anniversaries, and fee disclosure errors are the most common triggers for ASIC enforceable undertakings. Manual processes make all three more likely.
How We Build Your Data Advantage
Automated Compliance Dashboards
Real-time FDS status tracker, OFA anniversary alerts, and ASIC-ready audit trails — connected directly to your Xplan data. Know your compliance position without opening a spreadsheet.
Xplan, Midwinter & Wrap Integration
We connect your Xplan client records, Midwinter modelling outputs, and wrap platform data into a single unified layer — so every dashboard reflects your actual practice, not last month's export.
Practice Intelligence Reporting
Revenue by adviser and segment, review pipeline and capacity, FUA growth trends, and fee vs service delivery ratios — all automated, all current, all in one place.
How Much Is Manual Reporting Costing Your Practice?
Adjust the sliders to see the true cost of manual data work — and what automation could reclaim.
Weekly cost
$600
Annual cost
$31,200
You could reclaim
$24,960
per year with 80% automation
2026 AFSL Data Compliance Audit Checklist
A practitioner-built checklist covering FDS obligations, OFA record-keeping, ASIC data request readiness, and the 12 most common compliance gaps in boutique and mid-sized advice practices.
- FDS issuance & timing obligations
- OFA anniversary tracking requirements
- Data retention standards for ASIC requests
- Fee disclosure error prevention checklist
Book a Free 30-Min Practice Data Audit
We will review your current data workflow, identify the three highest-value automation opportunities, and give you a clear implementation roadmap — no obligation, no sales pressure.
Book a Free 30-Min AuditFinance Practice Data Insights
Automated FDS Compliance Dashboards for AFSL Holders
Manual Fee Disclosure Statement generation costs Australian financial planning practices between 400 and 800 hours per year — and creates the compliance gaps ASIC is actively looking for. Here is the architecture that eliminates both the cost and the risk.
Xplan & Midwinter Data Integration with Power BI
Xplan manages your clients. Midwinter models their futures. Power BI answers the question neither platform was built to ask: how is your practice actually performing? This is the integration architecture that connects all three — and the dashboards that make the investment visible from day one.