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CommPay access for Xplan: Real-time visibility into practice revenue earnings
What if you could stop piecing together your revenue position manually and instead see what is happening with your earnings in real time? Whether you are the adviser or the practice manager, keeping a pulse on revenue is one of the most important aspects of running your business. Unlock the full potential of your revenue…
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Do you want to boost your firm's administrative capacity with one CommPay feature?
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
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Unlocking the full potential of WealthSolver
Who remembers when WealthSolver was ‘just’ SuperSolver? SuperSolver was built to solve a very specific problem: the complexity of comparing Australian superannuation funds. At the time, industry funds and retail funds had vastly different fee structures, and comparing "apples-to-apples" was a nightmare for advisers.…
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Xplan Identity Check - AML Forms - Update
Update as at 21 July 2026 Release of the Individuals & Sole Traders form scheduled for release in this week's Xplan release. Following the initial analysis of the recent FAAA/FSC legislative updates, a delivery schedule has been finalised to integrate the updated Customer Identification Forms into Xplan. Release Schedule…
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How to automate unsubscribes in Xplan
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…
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How the latest Doc Notes features supercharge your workflows
Client file notes are an essential tool for maintaining comprehensive records, meeting compliance requirements, and providing continuity in client service. But most advisers would agree, without an effective system, keeping your client notes organised can be a real challenge. The good news is managing file notes doesn’t…
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WealthSolver: Retirement Income - best practice
So far, we’ve journeyed through the evolution of WealthSolver, from its SuperSolver roots to its powerful backend configurations, research abilities, and deep dive scenario modelling. But as the Australian advice landscape shifts, so does the complexity of the problems we need to solve. With the Retirement Income Covenant…
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The hidden gems of WealthSolver scenarios
Whether you’re an old hand at WealthSolver or a newbie just getting your head around this indispensable advice tool, there's always more to discover. WealthSolver, like many Xplan tools, is full of hidden valleys, harbouring lesser explored secrets which may make your advice journey that much smoother. Oftentimes, we get…
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🤓 Xplan Hint: A New Way to Consolidate Super.
Did you know you can now roll multiple super funds into a single account on one screen without having to pass the money through a "transfer account" first? Why? The old way of moving money between funds was a bit of a treasure hunt and involved way too many steps. This update lets you consolidate Superfund 1, Superfund 2…
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WealthSolver Research Hub
Who says research has to be a chore? In our previous posts, we looked at how WealthSolver evolved from its ‘SuperSolver’ roots into a powerhouse for compliance and automation. But if you’re only opening WealthSolver when you’re deep inside a client’s file, you’re missing out on half the fun. Welcome to the WealthSolver…
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WealthSolver: the back end
In our previous article, Unlocking the full potential of WealthSolver, we explored how this module serves as the primary engine for product comparison and fee analysis. But as any seasoned Xplan user knows, an engine is only as effective as its calibration. While the "front end" allows you to run scenarios and compare…
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Are you getting the most out of the Xplan Task Hub?
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
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Your Xplan optimisation questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Here are four of your best questions that came out of this AMA: Q: Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy to…
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The seasonal menu
As any executive chef knows, earning a Michelin star is one thing; keeping it is the real challenge. A five-star restaurant doesn't become the best and then stop. It retains its star by relentlessly pursuing perfection. It adapts. It refines. It evolves. It introduces a seasonal menu. In your Xplan practice, this is the…
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Checking the pass
I don't know about you, but I enjoy the drama of watching an episode of Hells Kitchen just to see that infamous celebrity chef lose his cool and throw a plate full of food at his up-and-coming potential protégés. But let's be real here: drama can stay where it belongs, which is on the TV and not in Xplan. So why let Xplan…