Capstone SoA Patch Notes - 1st May 2026

From 5:30pm on 1/5/26 we will be making some enahncements to our SoA wizard. These changes add the following functionality:

• New Footer details added to the SoA and Research Documents.

• Additional hard-coded text added under the Investment Recommendations section.

• Projected Cashflow re-added to our SoA document as a result of adviser feedback as an optional item.

• New Detailed Product Fees table added as an optional item. This will replace the current Product Fees table when included, and will replicate old SoA behaviour.

• The Adviser profile version will be modified to reflect the per client adviser profile version, rather than the version stored against the Adviser Xplan user details.

• Projections will be included in the Research Document automatically, when not included in the optional selector.

For further information please reach out to the Xplan Support team. 

Xplan and Technology May Webinar - Registration Now Open

Please click the link below to register.

Xplan and Technology Webinar

Xtools+ Super and Pension Modelling Uplift – April 2026 - Now Live
For more information about the changes refer to Xtools+ Super & Pension Strategies revisited: Release information - Iress Community

 

Xplan Access and Login

Access to Xplan is provided on an individual basis. Each user must use their own login credentials and must not share usernames or passwords with others. 

If another person in your business requires access to Xplan, please contact the Capstone Xplan Support Team to request an individual login or to discuss appropriate access arrangements on 03 8622 0777 or xplan@capstonefp.com.au