Deeper integration with Xplan as a part of newest evolution of FAYBL agentic platform
Highlights
- AI monetary advisory platform FAYBL appoints Xplan co-founder and former Iress Chief Govt Andrew Walsh as President (Worldwide) of FAYBL
- FAYBL is rolling out a deeper integration with Iress’ Xplan
- Rollout of FAYBL platform replace – v2.5 – underway, with further 6 companies onboarding
SYDNEY, Oct. 14, 2026 /PRNewswire/ — FAYBL, the agentic AI platform for monetary advisers, right now introduced the appointment of skilled monetary trade govt Andrew Walsh as the corporate’s President (Worldwide).
Andrew Walsh, President (Worldwide), FAYBL
The appointment comes as FAYBL delivers deeper and richer integration with Iress’ Xplan as a part of the most recent evolution of its platform.
Mr Walsh is the co-founder of Xplan, the recommendation platform utilized by monetary advisory practices throughout Australia, the UK, New Zealand and different markets, and led Iress as Chief Govt for 13 years.
As President (Worldwide) of FAYBL, Mr Walsh will lead its work with licensees, platforms and recommendation companies as the corporate strikes to firm-wide rollouts in Australia and internationally.
Talking about his appointment, Mr Walsh mentioned: “I’ve spent a lot of my profession constructing the methods advisers depend on day-after-day. What’s modified now’s that software program can do greater than retailer the work – it may possibly assist do it. FAYBL provides the potential to drive the adviser’s present methods, safely and with the adviser in management, thereby unlocking the scaling potential of practices.”
Rollout of FAYBL V2.5 underway
Mr Walsh’s appointment comes as FAYBL commences the rollout of its newest platform replace, FAYBL v2.5.
As a part of the replace, FAYBL’s AI agent (Faybl) now has the potential to work throughout consumer information, paperwork and file notes, duties and workflow, the diary, portfolio, and modelling info.
Function-built for the extremely regulated, high-trust surroundings of recommendation, Faybl integrates instantly into present software program methods whereas sustaining strict guardrails that preserve advisers and licensees in management. Transferring past merely describing workflows to actively executing them, Faybl prepares fashions methods, drafts paperwork, raises duties, and information accomplished actions, with each motion submitted for approval earlier than any information is written again to different methods.
Chris Holmes of Wealth Laboratory mentioned: “Faybl has introduced the enjoyment again to monetary planning. The times of being weighed down by infinite administration are gone, permitting me to give attention to what I take pleasure in most – assembly with purchasers and creating significant methods to assist them obtain their targets. If the rising administrative and compliance burden is taking you away out of your purchasers, I can’t advocate Faybl extremely sufficient.”
Whereas fundamental AI is now frequent in monetary recommendation, it’s used largely for assembly notes and easy duties, and leaves the adviser’s day largely unchanged.
In contrast, FAYBL V2.5 is an agent that successfully works with the adviser all through the day. It should put together consumer recordsdata earlier than evaluations, draft recommendation paperwork from the agency’s personal templates, pre-fill fact-finds and flag what it couldn’t confirm, and run the agency’s processes the identical manner for each adviser.
“I’m excited to have Andrew be a part of our management group,” mentioned Steven Goh, co-founder and CEO of FAYBL. “An AI agentic expertise can rework the skilled expertise and economics of recommendation for the higher. Andrew becoming a member of and V2.5 are massive steps in the direction of that.”
FAYBL V2.5 is on the market now to Profile Monetary Providers, Monetary Recommendation Issues, Transition Wealth, Knight Group, Obra Wealth, Wealth Laboratory and lots of others. Additional agency launches will likely be introduced in November. Advisers at Rely.ed 2026 can see Faybl working with Xplan on the FAYBL stand.
About FAYBL
FAYBL (YBL.ai Inc.) builds Faybl, an agentic AI platform for monetary advisers and their groups. Fay works contained in the methods advisers already use, together with Iress’ Xplan, to hold out consumer and apply work underneath the adviser’s path and approval. FAYBL is led by co-founder and CEO Steven Goh, President (Worldwide) Andrew Walsh and President (Americas) Doug Bewsher. It serves recommendation practices in Australia, the USA and the UK. www.faybl.com
