We've just released our Opex Suite updates for Q2 2026 which include:

• Enter client data - changes to where you capture your client data for:
  • AML - now uses Iress's new AML fields
  • Agreed scope - now only uses free text field
  • Goals - now only uses Xplan's Goals group field
  • View client data for old fields on new page: Key Information/Details > ⭐ Opex Suite: Legacy fields
• Simple advice & Generate projections (x+) wizards - 70+ more Xtools+ report options added
• + other minor updates across our solution range.

See the release notes here on our  Opex Support portal