Build on your investment.
Keep your established systems and processes as the foundation. Bring a new working experience around them.
01 / Fay + Iress Xplan
Your investment in Xplan.
A new way to work with it.
Keep the system you trust. Change how you work with it.
Your firm has invested in Xplan: its technical capability, your client records and the processes your people rely on. That foundation matters.
Fay brings an AI teammate into that working experience, helping your people connect information, prepare work and carry approved actions forward through supported connections.
02 / Room for both
More opportunity. More responsibility.
Your people need room for both.
Client expectations, compliance obligations and the demands of running a competitive advice business all compete for your team's attention.
You should not have to choose between the systems you depend on and a more natural way to work. Our aim is to bring them together, with your people's judgment and control at the centre.
Start with the work.
Describe what you need to achieve. Work with Fay to gather context, prepare material and identify the next step.
Keep people in control.
Sources, permissions and review remain part of the process. Your people remain accountable for advice and implementation.
03 / The experience
Start with what you need to achieve.
Explore the experience we are building, from understanding a client to carrying reviewed work forward. These are design previews, not a claim that every illustrated workflow is available today.
1 / 5
Design preview / 01
Understand the client.
“Help me prepare for this client’s review.”
The vision starts with permitted Xplan context, previous conversations and relevant files in one place. Fay helps assemble a briefing so your team can start with the relationship, not a search across systems.
Design preview / 02
Prepare together.
“What needs checking before we meet?”
Surface missing information, organise questions and prepare material using your firm’s methods. The planned experience brings tools such as Risk Researcher and WealthSolver into the conversation, with sources and review warnings visible.
Design preview / 03
Stay with the conversation.
“Capture what matters and help me follow through.”
With appropriate consent, connect meeting notes to the client’s ongoing work. The aim is one continuous experience across preparation, the conversation and what follows, rather than another isolated record.
Design preview / 04
Turn decisions into reviewed work.
“Prepare the follow-up and show me what needs approval.”
Draft correspondence, documents and next steps using the information and templates your firm permits. Your people review the evidence, exercise judgment and decide what proceeds.
Design preview / 05
Keep the work connected.
“Show me what is ready to update in Xplan.”
Our direction is to make proposed changes clear and carry approved work through supported connections. Where an API cannot write an input, the assisted path stays explicit: Fay prepares, you enter it in Xplan, Fay checks.
What can we demonstrate today?
The 7 October product briefing reports working standard API connections for Risk Researcher and WealthSolver, but this does not mean every illustrated workflow is released. XTOOLS+ reads have been tested; many input writes require assisted entry. Optimiser connectivity is still being validated. Scenario-specific consent and other illustrated controls include work in development.
In your demo, we will distinguish current capability from product previews and planned direction, and confirm what is supported for your permissions, Xplan configuration and other integrations. This preview does not include placing trades, creating policies or implementing product holdings on your behalf.
04 / Why FAYBL
Built with experience.
Shaped around your practice.
FAYBL brings together people with experience building technology businesses and financial-services platforms in Australia and internationally.
We combine that experience with your knowledge of your clients, your people and your practice. The goal is a working experience that respects the systems you trust and helps your business move forward.
Meet the people behind FAYBL
05 / Work through it together
Bring a real workflow.
Let's work through it together.
Show us how your team works with Xplan today. We will demonstrate the current experience, explore where Fay could help and explain what is still being developed.
Your systems. Your people. More room to serve your clients.