FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty

Opublikowano: 2025-12-18

Most advice firms in Australia run on Xplan, but very few truly understand what’s happening under the hood, how to optimise it, where it breaks, and what it takes to integrate it into a modern tech stack. In this episode of The Trusted Adviser, Rob Pyne sits down with Matt McGuinty (FinTech Strategic Partners), one of the rare people who has worked inside Xplan with the developers themselves, and now helps advice firms lift capacity, consistency, and scale through better systems and smarter workflow design. Together, Rob and Matt unpack: Why “the tyra...