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 notifications panel gives you faster, more flexible ways to see, manage and act on important updates.
This replaces the legacy notifications tool by reordering alerts according to importance - putting real-time searchability and control directly into your workflow.
This update is one step in the broader evolution of Xplan, with further improvements rolling out progressively across 2026 and into 2027.
What’s changing
The following outlines the key features and benefits:
- Restyled navigation UI and frictionless notification panel
- A new Home button to return instantly to the dashboard alongside a dedicated My Links icon and restyled Notifications shortcut.
- By making it easier to locate client records and core advice tools, you can remain focused on client conversations rather than administrative tasks.
- Pinned sidebar option
- You can now pin the notification panel to keep an eye on incoming updates while you work on client files.
- This eliminates screen toggling, enabling you to monitor time-sensitive client updates in real-time.
- Instant filtering & search
- Find notifications quickly by filtering by All, Unread, or Read, or searching by subject or sender instantly with zero page reloads.
- Puts immediate searchability at your fingertips, reducing daily clicks and time spent on searching for client alerts.
- Global bulk actions
- Clean up your inbox quickly using bulk status updates and bulk deletion.
- Real-time visibility.
- New notifications land at the top of your list automatically every 15 seconds.
Delivers real-time visibility, so you can act on urgent client updates immediately without refreshing the browser.
- Inline quick triage
- You can now mark items as read/unread or delete notifications right from the list view.
- Transforms a passive alert feed into an interactive triage workspace, freeing up the hours involved in administrative work of notification management.
- Streamlined triage focus
- The notifications panel has been redesigned specifically around viewing, managing and triaging notifications.
- As part of this change, the legacy Compose and Reply functions have been retired from this panel, creating an experience focused on rapid notification triage and status management.
See it in action
New Home button returns users to the Dashboard
What you need to know
The updated Xplan navigation and smarter notifications will be rolled out progressively to sites over the coming weeks.
Related content
- User Guide coming soon
- Iress Learning Centre coming soon
Sharing your feedback
Your feedback is an important part of this journey. If you have questions or would like to share your experience, you can:
- Speak directly with your Relationship Manager
- Contact us via the Iress Connect Portal and note Client Focus / CRM in the field where you have an issue.
🔔 Follow the Roadmap hub to be notified of future updates.
