What is Xplan Unlocked?
More than a product update.
Xplan Unlocked is a hands-on experience built for advisers, paraplanners, practice managers, site administrators and business leaders who want to maximise the value of Xplan.
Across five locations, you'll hear directly from Iress leaders and product experts, explore the latest innovations, and leave with practical ideas you can apply immediately in your business.
You'll learn how to:
- Improve efficiency through workflows and automation
- Unlock greater value from your data
- Enhance advice delivery and modelling
- Strengthen control through better reporting and management
- Stay up to date with the latest Xplan innovations
What to expect?
Morning: The direction of Xplan
We will :
- Reintroduce Iress - where we have come from and where we are headed.
- Introduce the team leading the future of Xplan.
- Walk you through recent releases and enhancements.
- Run through our product feedback initiatives.
- Share Community and learning resources.
Afternoon: Hands-on workshops
Choose sessions tailored to your role and interests:
Unlock efficiency: Workflows and automation that save time.
Unlock growth: Better data, better decisions.
Unlock advice: Practical modelling techniques that improve client outcomes.
Unlock control: Client segmentation, data hygiene and management.
Where is Xplan Unlocked?
We are heading to 5 different locations:
Date: 22 July
Venue: Karstens, Level 24, 215 Adelaide St, Brisbane, QLD 4000
Date: 12 August
Venue: Karstens, Level 1/111 St Georges Terrace, Perth WA 6000
Date: 1 September
Venue: Dexus Place, Level 6, 80 Collins Street, Melbourne VIC 3000
Date: 22 September
Venue: Dexus Place, Level 15, 1 Farrer Place, Governor Macquarie Tower, Sydney NSW 2000
Date: TBC
Venue: TBC
Why attend?
Leave with practical outcomes
✔ Learn new ways to streamline your business
✔ Discover underutilised Xplan capabilities
✔ Network with peers facing similar challenges
✔ Connect directly with product and industry experts
✔ Build your own action plan for success
"Xplan Unlocked is about helping you uncover practical ways to get more value from the platform every day."
Courtney Youngblutt
Senior Manager - Xplan Experience
No, attendance is complimentary
Yes, simply select your preferred city when registering.
Yes. Selected resources and materials will be shared following the event.