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FirstChoice data feeds upgrade for Iress Xplan

We’ve listened to your feedback about enhancing our data feeds to improve the quality and scope of the data we provide. So, we’re upgrading our FirstChoice data feeds to External Platform Interface (EPI) file format, EPI 4.3 from late May 2022 for Iress Xplan users. The EPI feeds will progressively be made available via other financial planning software providers over time.

EPI data feeds include additional fields to accommodate the latest industry and regulatory conventions and allow us to provide richer data including:

  • The ability to send underlying managed account holdings and transactions
  • ETP components
  • Pension payment details
  • Extended transaction and income details.

The EPI feeds will reduce the need for multiple data entry and manually keying in data to update your client database system with your FirstChoice clients’ information.

We’ll notify you when data feeds have been upgraded. When that happens, we’ll provide instructions for actions you may need to complete for the new data feeds to be available to you.

More information?

If you have any questions or would like more information, please contact you local Business Development team.

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