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Please enter your user ID and password to gain access to PortfolioManager

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In line with Cyber Security Policy, effective 20 September 2023, Xplan sessions will automatically log out after 30 minutes of inactivity.

It is important that you save your work frequently to avoid any loss of data.


Scheduled downtime:

Commencing on 28 October 2023, upgrades will run fortnightly between 1 am – 7 am Saturday AEDT.

During this time, Xplan may be unavailable so please plan accordingly.

For further information on the dates and changes of each upgrade please refer to release notes found in AdviserONE.


We're here to help

If you experience any issues with Xplan upgrades, please contact Advice Technology Support.