There’s plenty happening across Xplan, with a number of recent and upcoming enhancements designed to make everyday tasks simpler, improve visibility and create a more streamlined experience for both advisers and clients. From clearer insurance information and improved workflows to AI-assisted meeting follow-up and a refreshed Client Portal, here’s a snapshot of what’s changing and, most importantly, why it matters to you. 

Updates to Risk Researcher provide greater transparency around insurance commisions, making it easier to access the information you need when researching and comparing options for clients. 

Fee enhancements have also been introduced in WealthSolver, helping provide clearer and more effective management of fee information throughout the advice process. 

Changes to Xplan navigation and notifications are also on the way, with a focus on making it easier to move around the system and stay on top of the information that needs your attention. 

Ther are also several significant enhancements on the horizon, with a strong focus on reducing administration and making common advice processes more efficient. 

An improved review workflow is coming soon, aimed at making the review process easier to manage from end to end. For practices, this has the potential to create a more consistent process and reduce some of the manual effort involved in managing client reviews. 

Xplan HQ will introduce a centralised workspace, bringing key information together in one place. The aim is the make it easier to see what needs attention and navigate your day-to-day activity without having to move between as many areas of Xplan. 

Xplan One of the more exciting developments coming to Xplan is Meeting Assist AI, designed to make meeting follow-up easier. This is an important step towards using AI to take some of the admin out of the advice process, giving advisers more time to focus on clients. 

Xplan is also working on end-to-end automation across CRM, Xtools and Portfolio ahead of the 2027 legislative tax reforms. These changes are intended to help practices prepare for upcoming requirements while reducing the manual work involved. 

The Client Portal is also continuing to evolve, with several changes planned to improve both the look and feel of the portal and the way clients interact with it. 

The refreshed Client Portal interface has now been released and is available to switch on, ahead of automatic enablement on 13 November. This is a good opportunity to familiarise yourself with the new experience before it becomes the default. 

The next major change is a new Client Portal login experience, expected to roll out in Q1 2027. The focus is on making access smoother for clients while maintaining a secure experience. 

The next fact find is currently in testing and due for release in December, with smart data capture scheduled for Q1 2027. Together, these changes continue the focus on making the digital client experience easer and more efficient. 

With Xplan continuing to evolve, these updates are focused on making everyday processes simpler, reducing administration and improving the experience for both practices and clients.

To stay informed, follow Roadmap updates and New Releases/ Feature Roundup in Iress Community and choose how you’d like to receive notifications. You can also view the latest Xplan Product Roadmap for a broader look at what’s been delivered and what’s coming next. 

Kind regards,

Natalie Neill

Advice Integrations Manager