Hear what we have planned for the day.

Let us reintroduce ourselves. Hear about where we’ve come from, where we are now and where we’re headed in this session focused on keeping you up to date on the direction for Xplan.

Meet the people behind the product. We’ll outline our Leadership team and introduce you face-to-face to some of our key team members in your region.

Have your questions ready as you mingle with both our team and your peers over morning tea.

A quick year-to-date round-up of key feature releases - find out what you may have missed!

Discover the new Retirement Income solution in this session led by one of our Relationship Managers.

We are always to hear from our clients to help improve our products. This year, Iress has commenced a new feedback process, so this session is about how we manage that.

You can’t know what you don’t know if you don’t know where to find the information you need. We’ll talk through our resources so you are well-placed to stay across all that is happening.

Unlock Efficiency:

In this session we delve into workflows and utilising other functionality to achieve highly efficient and effective processes in your business.

Unlock Growth: 

Get ready to strengthen your client data with smart validation habits and quick wins that get your Xplan data ducks in a row.

• Spotting the risk: Identify the hidden downstream costs and systemic errors triggered by chaotic data inputs and incomplete partner fields.
• Practical quick wins: Implement simple team habits, like one-touch fixing, to clean records methodically without interrupting daily workflows.
• Smart quality guardrails: Learn how to effortlessly build field validation rules to block formatting errors directly at the front door.

Unlock Advice: 

This 45-minute interactive session demonstrates how to use Xplan Visualise to transform client meetings from static reviews into collaborative conversations. Learn how to live-model "what-if" scenarios and stress-test strategies, turning complex technical data into clear, visual outcomes that help clients understand how the strategies align with their specific goals and best interests.

Unlock Control: 

Learn how to improve data quality and reporting in Xplan by understanding client segmentation, entity linking and best-practice data hygiene. We'll also explore how to identify and clean dirty data using Advanced Searches and bulk CSV operations.

You won’t go home empty handed. In our final session, Leah Saunders will provide you with everything you need to head back to the office and unlock Xplan in a way that sets you up for the future.