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  IMPORTANT NOTICES: 

 

**Adtech helpdesk email at adtech@entireti.com.au or call 1800 714 106 (select option 1, then option 2), Monday to Friday, 9am - 5pm (AEST)

 

Important Reminder

Please ensure that any reports containing more than 1,000 records are scheduled to run outside of business hours.

Running large reports during peak times can significantly impact site performance.

 

IMPORTANT UPDATE
 
Reminder Password Character Requirements

When resetting your password, please ensure it meets the following requirements:

  • Minimum 16 characters in length

  • Included at least one capital letter, number, and special character

  • Not reused within the last 10 passwords

  • No more than two consecutive duplicate characters (e.g., “oo” is acceptable, “ooo” is not)

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Xplan User Access Management Forms Now in Advice Central

You can now submit all Xplan user access requests directly through Advice Central — including new user setups, license or access changes, and user terminations. 

 

The form can be found under the requests tabs at Requests > Xplan User Access Form.

 

The form can also be access directly from the following URL: https://adviseriq.entireti.com.au/forms/createuser/

 

PDF forms will be retired on 1 July 2026 and won’t be accepted after this date.

 

This update streamlines processing, improves visibility, and ensures all required information is captured upfront.

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NEW 19.10.2026 ⚡ Xplan Alerts: Issues, Enhancements & Required Actions

Clear Identification for Closed vs. Restricted Investment Options in WealthSolver

WealthSolver now clearly distinguishes between Closed and Restricted investment options, making it easier to identify whether a fund or SMA is unavailable to new investors or has specific access restrictions.

 

SMSF Insurance Premiums Now Included in Cashflow Expenses
SMSF-owned insurance premiums will now automatically flow through to SMSF Cashflow Expenses when the policy is marked "Is Super = Yes". This reduces manual work and improves cashflow accuracy.

Please note that existing SMSF insurance policies with "Is Super = Yes" will remain unchanged.
 
For more details please refer to the Iress Community article: Here.
 
Portfolio Progress Charts: New Y-Axis Option
Portfolio Progress Charts now include an option to start the y-axis from 0, providing an alternative way to display portfolio performance. New report views have been added for both area and line charts, including versions with target values.
 
For more details please refer to the Iress Community article: Here.
 
Client Portal Access and Related Entity Linking in One Screen
Client Portal access and related entity linking will be available from a single screen, allowing the portal setup process to be completed in one place.
 
Available in Xplan version 26.9.497, with deployment currently scheduled for 16 October 2026 (subject to change).
 

Client Portal User Interface Updates Available from 13 November 2026

A refreshed Client Portal user interface will be available from 13 November 2026, delivering a more modern and mobile-friendly experience for clients.

 

Call to Action: We recommend communicating these changes to your clients. You can use the email template titled "Client Portal Interface Improvements from 13 November 2026", available within Xplan, to communicate these changes.