We've just released our Opex Suite updates for Q1 2026 which include:

• Enter client data - make sure your client goals data is captured in Xplan's goals group! Also, updates to liabilities table & new loan schedule.
• Simple advice - more content options for the Executive Summary and Advice Snapshot - now also available: Proposed changes table, Proposed asset allocation table & chart and/or Xtools+ key proposed projection charts.
• + other minor updates across our solution range.

See the release notes here on our  Opex Support portal