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Part one of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 1: Datafeeds - getting started If you work with client portfolios, insurance policies or other information held on an external platform, you already know how quickly manual updates can become a chore. Datafeeds are…
Overview As part of our Xplan Evolution program we’re making your user experience more intuitive, connected and efficient. The first step focuses on two areas advice professionals use every day: navigation and notifications. A refreshed navigation interface makes it easier to move around Xplan, while a redesigned…
Xplan has always been a powerful platform. Xplan Evolution builds on that foundation, making more of its capability easier to access so advisers and practices can get even more from the experience they already know. Our getting ready tips are designed to help you prepare now, so your practice is well positioned to adopt…
The advice industry is entering a period of significant change. Consumer expectations are shifting. Fewer advisers are in the profession than before. Technology is advancing faster than ever. Data is becoming more powerful. And the demand for trusted financial advice continues to grow. One thing remains unchanged: the…
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,…
Hi everyone 👋 Here’s your opportunity to ask questions, learn more about what’s planned, share your feedback and join the conversation about the future of Xplan. We’d love to hear from you. From 26 October - 9 November, members of our Wealth APAC leadership team will be here in the Xplan Hub to respond to your questions…
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
Your New Xplan Site & IFA Service Model: Webinar resources Following our Your New Xplan Site & IFA Service Model webinar on 30 September, we’ve brought together the recording, presentation, learning resources and support information in one place. You can also refer to the IFA Service Model presentation covered during the…
Overview Managing client fee arrangements requires more than manual spreadsheets and calendar reminders; it demands an automated, compliant foundation backed by robust system logic. To support Australian practices in seamlessly managing non-ongoing fee structures and annual renewal workflows, we are pleased to introduce a…
At our recent Xplan Unlocked roadshows around Australia, I had the pleasure of presenting Unlock Advice and demonstrating how Visualise can support conversations throughout the client journey. One of the themes from the session was that projections aren’t promises. They are a view of what a client’s future could look like…
Did you attend our Roadmap session earlier in the year, where we told you about all the new Xplan features we’re building? This is what we’re calling Xplan Evolution. If you want to keep an eye on what is coming, follow this link for our ongoing updates on the roadmap. As the Xplan Evolution features rollout, we want to…
Did you know we are working hard behind the scenes assess the impact of the Capital Gains Tax and Negative Gearing changes across all our Xplan modules? While we work through what changes will be needed, we have put together an Interim Xtools+ Capital Gains Tax & Negative Gearing modelling guide to assist with practical…
Target date: Full roll out will commence in the first quarter of 2027 Overview As part of our Xplan Evolution program, we’re making it easier for clients to access Client Portal with a modern, secure login experience. The new Client Login will introduce a global identity, more convenient ways to sign in, and self-service…
Part three of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 3: Monitoring - keeping your datafeeds healthy The best time to find a datafeed issue is before it affects a client review, a portfolio report or an advice document. And definitely before a client notices it in their…
The Australian Xplan Unlocked series has now wrapped. We brought 106 members of the financial advice community together with Iress people across Brisbane, Perth, Melbourne and Sydney to talk about the things that matter in their day-to-day work. The events were designed to be practical. Each session focused on the everyday…
Part two of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 2: The setup — building a reliable connection A datafeed setup is a little like bringing on a new team member - intensive onboarding and routine check-ins set them up for success. First, the platform needs to recognise…
Hi everyone 👋 I’m Margie Hynes, a CommPay expert. Revenue tracking doesn’t have to be manual and laborious. Time gets lost, payments get missed and data is siloed in spreadsheets. CommPay has many underutilised features you may not even be aware of. Recently, I shared how Secure File Transfer Protocol (SFTP) can help you…
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,…
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