Our 2025 Xplan roadmap
Taking you where others can’t
Xplan has been supporting advice professionals for a generation, providing you with the tools to deliver better advice outcomes for clients. This is made possible through constant innovation. Existing tools are being continually refined and new functionalities added, ensuring Xplan evolves with industry needs to remain the unmatched software of choice.
Iress listens to the industry, to understand what advice professionals need - and want - from their tech. This directly influences the enhancements made. In this space you can catch up on some of the key areas we’ve been developing in Xplan lately.
Catch up on our Xplan 2025 Wrap-Up
From a 74% improvement in engineering support resolution times to new automation and data tools, we’ve focused on what matters most; helping you work more efficiently.
- You can also download the Xplan 2025 Wrap-Up presentation slides here.
What's new?
The video features highlights from Xplan in 2025 and a preview of what's next.
2025 Highlights
Reinvented Super & Pension Modelling in Xtools+
New Position Screen (Beta) in Xplan
Seamless Invoice Payments with CommPay
Better search and alert features for Xplan release notes
Deliver superannuation insurance advice from WealthSolver
Better manage client super contributions
2024 Highlights
Better navigation in Xplan Portfolio
Secure and seamless sign-on with IressID
Seamless signing with our new e-signature integration
Organise and manage file notes better with Doc Notes
More retirement strategies and settings in Visualise
Better visibility of SMAs across Xplan
