⚠️ Netwealth Datafeed - Security Enhancements
All advisers will now be required to enter a security token in addition to their adviser code within Xplan to receive data.
You will need to use Netwealth’s Wealth Exchange to access a unique security token for each adviser code. Once you have your token, update the External Adviser Mappings section within your Xplan site with the new token/password.
Existing datafeed mapping without the security token will not work from the 31st January 2026.
🆕 Opex Update - Oct 2025
We've just released our Opex Suite updates for Q3 2025 which include:
- Simple advice - now does Wholesale advice, updates to replacement product advice + new training video!
- Client's Goals group data - new Practice Decision to display goals as bulleted text instead of as a table.
- + other minor updates across our solution range.
See the release notes here on our Opex Support portal
