🆕  Opex Update - Oct 2026

We've just released our Opex Suite updates for Q3 2026 which include:

• Enter client data - minor refinements to goals text/table so it matches the table in the Position report, AML fields now optional, Agreed scope now free text only. 
• Transition to Simple advice - Still using Construct advice to generate advice documents? It's time to start moving over to our Simple advice solution. If your licensee is ready to kick this off now, raise a ticket with our Support team to start the process, otherwise we'll reach out in the coming months.
• Simple advice & Generate projections (x+) wizards - 60+ more Xtools+ report options added for company, trust, SMSF entities!
• Service Pack - text change from 'FDS' to 'Fee Statement' across wizard text and field names so it's consistent with text already used in output, separate fee frequency for Annual and Once off, Opex default text for services now includes a Frequency column
• + other minor updates across our solution range.

See the release notes here on our  Opex Support portal