A more intuitive, connected digital experience for your clients In 2026, we are evolving Xplan with a renewed focus on unlocking more of its capability through better experiences, smarter tools and deeper client focus. You told us that while Xplan is trusted and powerful, the opportunity is to make it easier to access,…
Did you know the Xplan Client Portal just got a layout and navigation refresh, featuring a nifty left hand side menu to free up screen space and reduce visual clutter? Moving the main navigation down to the left-hand side opens up the screen, making it much more natural for clients to navigate their information without…
Tracking upcoming revenue is critical to practice management, yet many teams I talk to fall into one of two camps: they are either spending hours manually updating a massive, colour-coded spreadsheet, or they are simply relying on whatever revenue happens to land in their bank account from the Licensee. Both approaches…
Did you know that you need to enter both sides of an SMSF's balance sheet in Xtools+? For the SMSF to be modelled correctly, TOTAL ACCOUNTS must equal NET ASSETS, meaning you need to enter the accounts of the SMSF (including existing SMSF Pensions) as well as its assets and liabilities. To help you balance the SMSF, we now…
Wondering how to enter details for other SMSF members in Xtools+? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members…
Since releasing our latest Xplan product roadmap, we’ve been loving the engagement across the community. You’ve challenged us with candid questions about costs, external AI integrations, roll-out flexibility, and feature timelines. Your feedback directly shapes our direction, so we wanted to bring all those answers…
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
Our latest Xplan product roadmap provides an overview of the priorities shaping what’s next across the platform, with a focus on modernisation, workflow efficiency, platform quality and continuous improvement informed by adviser feedback. It’s designed to give advisers and practices a clearer view of what we’re working on,…
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
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…
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