Xplan HQ is our new centralised workspace that brings your tasks, events, client reviews and milestones into one action-oriented view, so nothing important slips through. It gives you a clearer starting point for the day, helping you see what needs attention and move into action with less navigation. What you need, when…
Part four of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Corporate Actions can change the way a portfolio should look in Xplan. These events include, but are not limited to, dividends, distributions, buy-backs/takeovers, rights issues, bonus issues, share splits and consolidations. A…
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, @yulia.tjhin and @matt.bain from our Wealth APAC leadership team will be here in the Xplan Hub to…
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…
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…
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…
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…
It looks like you're new here. Sign in or register to get started.