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…
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…
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,…
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…
Update as at 21 July 2026 Release of the Individuals & Sole Traders form scheduled for release in this week's Xplan release. Following the initial analysis of the recent FAAA/FSC legislative updates, a delivery schedule has been finalised to integrate the updated Customer Identification Forms into Xplan. Release Schedule…
Did you know you can automate the process of contributing non-super assets into super before rolling them into a retirement income stream? Manually modelling the sale of an investment account, the contribution into super, and the subsequent rollover to a pension is a multi-step process that usually involves a lot of manual…
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…
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…
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