Based on your feedback, we launched multiple initiatives to enhance your experience. Here’s what's new and already making a difference for you:

Smarter functionality

• A clear roadmap shaped by your needs.
• New features like Reinvented Super & Pension Modelling in Xtools+, Seamless Invoice Payments with CommPay, Xmerge preview, Workflow starter kit and instant search in Community.

Enhanced IFA support

• Significant increase in support engagement, with 60% of tickets resolved same-day.
• Multiple, accessible contact channels, including a new Community space.
• Improved communication through monthly newsletters.

More value

• Seven Xplan AMAs across client solutions and product through Advisely.
• Five feature-rich Xplan webinars offering direct access to product experts sharing in-depth knowledge, practical tips, and live Q&A.
• Over 20 new self-paced learning courses launched, giving you bite-sized, targeted content for when you need it most.
• Achieving SOC 2 certification demonstrates our commitment to data security and privacy, providing our customers with peace of mind that their information is handled with the highest standards of protection and compliance.

Better connections

• Advisely for knowledge-sharing and peer-to-peer learning with a thriving community of over 10,000 advice professionals (advisers, principals, paraplanners, client service) across Australia.
• Direct access to a suite of industry experts across strategy, compliance, tech, leadership, client engagement, marketing, people, ethics, productivity and cybersecurity through insights, webinars, Masterclasses and AMAs.