Australia

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…

Did you know you can model "active" and "passive" retirement phases in Xplan’s Retirement Income solution by stepping down a client's target income at a specific future date? Why? Most clients spend more in the first decade of retirement (the "go-go" years) than they do in their 80s. Modeling a flat $50,000 p.a. for 30…

Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is continuously improving and, understandably, that can come with a stack of questions. This is especially true as we launched our Super & Pension Strategies Revisited update on 23 April 2026. This release is all about removing the ‘memory…

Your Xplan site is the engine of a five-star client experience, but is chaos bubbling behind the scenes? This guide is your essential recipe for operational excellence. For Xplan administrators and practice managers, you are the executive chef of your firm’s technology. The client sees the beautifully prepared dish, but…

Did you know that increasing your Planning Horizon years in our in Retirement Income solution actually increases the "confidence percentage" of your strategy? Setting a level of confidence defines how much longevity risk you are willing to buffer for. For a couple, Xplan tracks the probability of at least one person being…

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…

Did you know that there is a critical best practice process for mapping insurance datafeeds to ensure everyone on your site has access to the insurance policy data that they need? While a simple one-to-one relationship between a policy owner and a life assured client maps easily, things get tricky with corporate owners.…

Did you know you can now add or change Key Dates directly from the Superannuation SOP Transactions and EOP Transactions Input screens without navigating away to projection settings? The workflow used to feel a bit disjointed if you realised halfway through entering data that you forgot to add a "Buy a Home" or "Retirement"…

Did you know there is a brand new input screen in Xtools+ specifically for actions that happen at the very end of the financial year? We noticed a lot of workflow friction because things like personal deductible contribution top-ups or spouse splitting were buried in nested menus or only accessible from display screens.…

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.…

Did you know you can configure Xplan to automatically handle client unsubscribe requests by using boolean fields to automatically update their subscription status without any manual data entry? Staying compliant with Australian anti-spam regulations is a non-negotiable part of running a practice. Usually, this involves a…