FAYBL Appointed Former Iress CEO Andrew Walsh
The firm added the Xplan co-founder to lead international growth as it expands its AI-driven advice platform.
Updated on Oct. 13, 2026 in People
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FAYBL has named former Iress Chief Executive Andrew Walsh as President of International operations. The move coincides with the rollout of the company's version 2.5 platform, which integrates directly with Xplan to automate workflows for advice practices.
Why it matters
By pairing a veteran of the advice software industry with an upgraded AI platform, FAYBL aims to improve the economics of financial advice practices. The integration targets increased scalability by enabling automated agents to process complex tasks across portfolios and client records.
FAYBL is currently onboarding 6 additional firms to its platform as it scales operations across its existing markets. The update follows the 13-year tenure of new International President Andrew Walsh at Iress, where he previously served as Chief Executive.
The players
Andrew Walsh
The newly appointed President (International) of FAYBL who previously served as Chief Executive of Iress for 13 years and co-founded Xplan.
FAYBL
A software company providing AI-driven platform tools to financial advice practices in Australia, the United States, and the United Kingdom.
Iress
A financial services technology firm that provides software solutions for financial advisers and wealth managers.
Xplan
A widely used financial planning software suite that integrates with FAYBL to support adviser workflow automation.
The details
The version 2.5 platform update enables AI agents to execute administrative workflows by interacting directly with a practice's client records, documents, and modeling information. The system is designed to perform these tasks autonomously while still requiring final approval from an adviser before action. By integrating with Xplan, the software allows practices to manage diaries, tasks, and portfolios within their existing digital infrastructure.
Timeline
October 14, 2026: FAYBL announced the appointment of Andrew Walsh.
November 2026: Further firm launches will be announced.
Market Landscape
This move deepens FAYBL's reliance on the Xplan ecosystem to provide automated, AI-driven administrative capabilities for international advice firms. It follows a broader industry trend of integrating generative AI agents into established financial planning software architectures to increase capacity.
Advice practices should evaluate whether their existing workflow automation tools provide the same level of deep integration with core record-keeping systems like Xplan. Consider assessing the ROI of AI-driven administrative agents against current labor costs for manual documentation and task management.
The takeaway
The appointment of an industry veteran signals a push toward wider software standardization for advisory firms looking to automate back-office workflows. Operators should monitor the November launch metrics to determine if the AI-driven system effectively reduces time spent on manual file notes and diary management.
What happens next
Further firm launches are scheduled for November 2026.
Further reading
For more context on leadership shifts in the advisory technology sector, visit People.
More information
For additional details on the platform capabilities and firm onboarding, visit the FAYBL corporate website.
Source note: This article includes information reported by The Queenslander.
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