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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…
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…
Overview Use Scheduler to initiate approved follow-up actions for clients identified by a saved Advanced Search. Depending on the configured process, these actions may include starting a thread, creating a task, sending a notification or generating an Xport report. This guide explains how to configure, test and enable a…
Overview Advanced Search can be used to identify client or entity records with FTA information that requires review, next-term preparation, data maintenance or follow-up. This guide explains how to create, save and test a reusable FTA search and adapt the criteria for common monitoring needs. A saved search can be used as…
Overview A practical framework for identifying FTA records that require review, assigning follow-up and recording outcomes. A sustainable Fixed Term Agreement (FTA) process needs more than accurate agreement records. Practices also need a repeatable way to identify records that require attention, assign follow-up, monitor…
Overview A controlled approach to assessing, migrating and transitioning existing FTA data and processes in Xplan. The standard Fixed Term Agreement (FTA) element in Xplan provides one central place to manage non-ongoing fee arrangements. Practices can record agreement dates, services, fees, and status consistently, making…
Overview Managing client fee arrangements requires more than manual spreadsheets and calendar reminders; it demands an automated, compliant foundation backed by robust system logic. Our native Fixed Term Agreements (FTAs) workspace within Xplan supports Australian practices in seamlessly managing non-ongoing fee structures…
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,…
Overview A process-level guide to creating, managing, monitoring and completing Fixed Term Agreements in Xplan. Managing Fixed Term Agreements (FTAs) can involve multiple records, documents, dates and service activities. Without a consistent process, practices may find it difficult to track signed evidence, deliver agreed…
Overview Xport reports can be used to present selected client and FTA information for review and follow-up. This guide explains how to create a reusable report, apply a saved Advanced Search, filter the FTA records, test the output and schedule recurring delivery. The saved search determines which client records are…
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…
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 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…
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…
Overview The Australian Budget 2026–27 tax reforms introduce major changes to the Capital Gains Tax (CGT) starting from 1 July 2027. These changes affect how capital gains are calculated, introduce cost base indexation, and set a new 30% minimum tax rate floor. We are delivering this enhancement ahead of the CGT reforms…
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