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Coming soon | A smoother, more secure Client Portal login experience
Target date: Full roll out will commence in the first quarter of 2027 Overview As part of our Xplan Evolution program, we’re making it easier for clients to access Client Portal with a modern, secure login experience. The new Client Login will introduce a global identity, more convenient ways to sign in, and self-service…
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Xplan Unlocked: What you told us about getting more from Xplan
The Australian Xplan Unlocked series has now wrapped. We brought 106 members of the financial advice community together with Iress people across Brisbane, Perth, Melbourne and Sydney to talk about the things that matter in their day-to-day work. The events were designed to be practical. Each session focused on the everyday…
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Introducing our refreshed Client Portal
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,…
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Coming soon: improved review workflow
Overview We understand that reviewing your clients' financial plans regularly is at the heart of the service you offer. Based directly on your feedback, we are working on an update to the Xplan Review area to make recording annual and ongoing reviews faster, clearer, and far more consistent. These changes are being planned…
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Coming soon: filtering and grouping for Xports
Overview We’re excited to announce an upcoming update to your Xport reporting suite. Based directly on user feedback, we are introducing Report Grouping and Quick Search Filtering—a new feature designed to make finding, running, and managing your essential reports easier than ever. Whilst the quick filter will be available…
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Coming soon: Updated Xplan navigation and smarter notifications
Overview As part of our Xplan Evolution program we’re making your user experience more intuitive, connected and efficient. The first step focuses on two areas advice professionals use every day: navigation and notifications. A refreshed navigation interface makes it easier to move around Xplan, while a redesigned…
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How customer insight is shaping the evolution of Xplan
As we invest in the evolution of Xplan, we’re changing not just what we build, but how we build it. Our customers have told us they want a stronger voice in the direction of Xplan and, importantly, to see a clearer connection between the feedback they share and the decisions we make. We recognise that we haven’t always…
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🤓 Xplan Hint: A Refreshed Client Portal Interface
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…
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Unlock Your Business Potential: The Power of Your Revenue Pipeline using CommPay Lodge
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…
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Xplan Product Roadmap FAQs
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…