Be present with your client.
Explore meeting capture and note preparation, with appropriate consent, so your attention can stay on the conversation.
01 / FAYBL at Count.ed · Christchurch · 12–15 October 2026
More than a note-taker.
A new way to work with Xplan.
Keep the system you trust. Build on the investment you have made.
Your client records, your processes, your years of investment in Iress Xplan. Fay brings a contemporary AI experience around that foundation, starting with meeting notes and the work that connects them to Xplan.
Approved and on deck.Count's provisional approval covers notes and Xplan. Meet the team at Count.ed.
02 / Your systems. A more connected working day.
The meeting is only the beginning.
A note is useful. Connecting it to the client record and the way your practice works is where the wider value begins. Start with a familiar workflow, not a replacement for your core system.
Make the notes your own.
Review the draft, check the details and shape the record around your practice's requirements. Your people decide what is ready.
Connect the next step to Xplan.
See how the Xplan connection can support your notes workflow. We will check your access and configuration before agreeing how to get started.
For Count practices: the current provisional approval covers notes and Xplan, not advice. Any broader capabilities are a separate conversation, subject to Count's approval. Connection readiness and supported actions are confirmed before onboarding.
03 / From the working day
Useful work. A difference people notice.
Professionals are already using FAYBL in their working day. Here is one customer's experience.
“FAYBL has made these processes faster, more efficient, and less prone to errors.”
04 / Meet us at Count.ed
Bring your Xplan workflow.
Come and meet the team.
Find Chris and Leonard at Count.ed for a guided walkthrough. Tell us where meeting notes and Xplan create extra work in your practice, and we will show you where Fay could help.
Book a follow-up demo and we will agree a practical next step, including checking your connection, access and the right starting workflow.
