Australia

I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan. Here are five of your best questions that came out of this AMA: Q: Threads are awesome but they can get quite complex with many different pathways. What is the best way/best program to use to make a visual…

Overview Based directly on user feedback, we have introduced Report Grouping and Quick Search Filtering—a feature designed to make finding, running, and managing your essential reports easier than ever. Whilst the quick filter will be available immediately, the grouping will need to be enabled by your site administrator.…

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…

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…

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…