AdviserMate helps advice businesses with Xplan consulting, customisation, training, data, portfolios and migrations.

AdviserMate is an independent technology consultancy that helps financial advice businesses get more from Xplan and the technology around it. We deliver consulting, customisation, training, data quality, portfolio configuration and migration services — all focused on making advice technology work harder for your practice.

Who does AdviserMate work with?

We work primarily with self-licensed and independent advice businesses, while also bringing the technical depth larger licensees and institutions require. Whether you're a boutique firm or a multi-adviser practice, our services scale to your needs.

Xplan is Iress's flagship practice-management platform for financial advisers. It combines client relationship management, portfolios, advice-modelling, research and compliance tools. AdviserMate specialises in configuring and extending Xplan so it fits the way your business actually works.

How is AdviserMate different from Iress?

Iress owns and supports Xplan. AdviserMate is an independent specialist that works alongside Iress — handling the customisation, data quality, training and migration detail that falls outside Iress's standard tooling. We complement their services rather than replace them, and we coordinate with Iress on migrations and integrations.

Where is AdviserMate based?

AdviserMate operates from Carnegie in Melbourne, Victoria, and supports advice businesses across Australia. We deliver most engagements remotely and can arrange on-site work where it adds value.

How do I get started with AdviserMate?

The simplest first step is a free introductory consultation. Use the 'Book a free consultation' link to choose a time, or send an enquiry through the contact page. We'll listen to your challenges and recommend the right service — or a tailored combination.

What services does AdviserMate offer?

We offer six focused services: Best Practice Technology Consulting, Xplan Customisation, Xplan User Training, Data Quality Analysis and Remediation, Model Portfolio / Custom SMA / MDA Configuration, and Data Migration Management. Each can be engaged on its own or combined into a broader programme.

Do you work with software beyond Xplan?

Yes. While Xplan is our core platform, our expertise extends to the integrated software around it — including Power BI, Tableau and third-party tools that need to exchange data with Xplan. We help your advisory tools communicate fluently so your technology ecosystem stays cohesive.

Can you help with an Xplan need that isn't listed?

Absolutely. Our services extend well beyond the listed catalogue. If you have an Xplan-related requirement that doesn't fit neatly into one service, reach out — we'll scope it and tailor a solution to meet your needs.

What does Best Practice Technology Consulting involve?

We start by listening, then work with you to optimise your use of Xplan and surrounding technology. That spans strategy, hands-on configuration, integrations and process design — always translating technology work into efficiency, growth and client satisfaction for your practice.

Can AdviserMate help with compliance?

Yes. Our solutions are reinforced by experience working alongside compliance auditors and specialists, so the configurations and workflows we build are designed to align with current compliance standards and stand up to review.

What can be customised in Xplan?

Almost every layer your advisers touch: custom pages and data-capture wizards, document templates, workflows (Threads and Cases), reporting and integrations. Our goal is to make Xplan more efficient and user-friendly for your specific processes.

Can you create custom Xplan document templates?

Yes. We code Xplan document templates — advice and compliance documents, client communications and management reports — for efficient, accurate and professional document production.

Do you build Xplan workflows?

We design and build Xplan Threads and Cases that automatically activate tasks, send emails and update data fields, tailored to your operational needs. This removes manual steps and keeps adviser workflows moving consistently.

What Xplan training do you provide?

We cover every major Xplan module — Client (CRM), Portfolios (IPS), WealthSolver, RiskResearcher, and Xtools/Xtools+ — from foundational navigation for new users to advanced modelling for experienced advisers.

Can training be tailored to my team?

Definitely. Every business has unique training needs. We customise programs accordingly — from start-up training for newcomers to advanced sessions for seasoned users — and show how the modules interconnect within the Xplan ecosystem.

Do you train on WealthSolver and RiskResearcher?

Yes. We teach WealthSolver for modelling investment recommendations and comparing products on features, fees and costs, and RiskResearcher for life-insurance comparison, quoting and tailored recommendations.

Why does data quality matter in Xplan?

The quality of your client data underpins advice accuracy, reporting, compliance and day-to-day efficiency. Incomplete or outdated records create risk and slow advisers down. Remediation keeps your database reliable and audit-ready.

How do you identify data gaps?

We use advanced scanning techniques to analyse your database for missing or outdated information — whether caused by evolving business practices, Xplan updates, or changes in regulatory requirements — then update and cleanse the data to restore integrity.

What are Model Portfolios, Custom SMAs and MDAs?

Model Portfolios and Target Sets let you recommend consistent investment portfolios efficiently, without re-selecting individual products each time. Custom SMAs and MDAs are centrally managed investment structures we configure in Xplan so updates flow through to all relevant WealthSolver plans with a click.

Can you maintain Model Portfolios for us?

Yes. You can choose our ongoing support for hassle-free maintenance, or opt for training so your team can manage target sets in-house. Either way, product weightings, asset allocations and fees stay accurately reflected in WealthSolver scenarios and advice documents.

What types of data migration do you support?

We manage Xplan-to-Xplan migrations (for example, between sites or licensees) as well as migrations between Xplan and third-party software. Iress handles the bulk transfer with their standard tools; we manage the custom field and value mapping detail that's often overlooked.

Will I lose data during a Xplan migration?

Data loss is one of the most common migration fears, and our process is designed to prevent it. We map custom fields and values carefully, then run thorough post-migration integrity checks to confirm everything transferred correctly and is fully functional — a method honed over 100+ successful migrations.

Do you coordinate migrations with Iress?

Yes. We work closely with Iress and your team throughout the migration, planning the timing to minimise downtime and ensuring the move aligns with your business needs while preserving the integrity and functionality of your data.

How much do AdviserMate services cost?

Pricing depends on the scope and complexity of your project. After an initial consultation we provide a clear, fixed quote or a tailored engagement plan so you know the investment before we start. Get in touch to discuss your needs and receive an estimate.

How long does an engagement take?

Timelines vary by service — a single customisation or training session may take days, while a full migration or data-remediation programme runs over several weeks. We'll agree a realistic schedule up front and keep you informed throughout.

How does AdviserMate protect my data?

We handle client data in line with applicable privacy laws and our published Information Security and Privacy policies. Access is restricted to the people working on your engagement, and we design solutions that keep your practice's security and compliance posture intact. Refer to our Information Security and Privacy Policy pages for details.

FAQ

Frequently asked questions

Answers to the questions advice businesses ask us most — about Xplan, our services, and how we work together. Can't find your question? Send us an enquiry and we'll help directly.

About AdviserMate Services Consulting Customisation Training Data quality Portfolio configuration Migrations Engagement & pricing Security & trust

About AdviserMate

Services

Consulting

Customisation

Training

Data quality

Portfolio configuration

Migrations

Engagement & pricing

Security & trust

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