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…
In this WealthSolver guide, our client solutions experts take you on a deep dive into your platform setup. Inside, you will discover how to master: Back-end calibration: Configure your Approved Product Lists (APLs) and model portfolios to eliminate manual entry and ensure firm-wide consistency. Research Hub: Leverage the…
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…
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…
We are aware that the Financial Services Council (FSC) and the Financial Advice Association Australia (FAAA) recently released updated Customer Identification Forms (published 7 May 2026) to align with recent AUSTRAC regulatory updates. We have received a number of inquiries from users asking when these new forms will be…
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…
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…
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 you can now set up automated regular rollovers between super accounts to maintain a specific target balance in Xtools+? Modelling regular transfers between super accounts used to be quite clunky, requiring you to enter dollar amounts for every single period of a projection. This new feature acts as an…
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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