A more intuitive, connected digital experience for your clients In 2026, we are evolving Xplan with a renewed focus on unlocking more of its capability through better experiences, smarter tools and deeper client focus. You told us that while Xplan is trusted and powerful, the opportunity is to make it easier to access,…
Our latest Xplan product roadmap provides an overview of the priorities shaping what’s next across the platform, with a focus on modernisation, workflow efficiency, platform quality and continuous improvement informed by adviser feedback. It’s designed to give advisers and practices a clearer view of what we’re working on,…
Since releasing our latest Xplan product roadmap, we’ve been loving the engagement across the community. You’ve challenged us with candid questions about costs, external AI integrations, roll-out flexibility, and feature timelines. Your feedback directly shapes our direction, so we wanted to bring all those answers…
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