Market-leading technology and innovation for advice practices
- Less time on fee consent
- Faster account document creation
- Quicker access to answers
MLC Expand gives advice teams market-leading technology shaped around the way they work.
Every enhancement to our proprietary platform starts with adviser feedback, is tested in real advice practices, and refined through real-world use.
Because good technology should remove friction, not create it.
The value of technology isn’t how much it can do, it’s how much time it gives back.
Automated workflows help practices using XPlans’ WealthSolver move work faster, from opening new accounts using pre-populated Statement of Advice information to pre-filling advice fee consent details from Client Service Agreements.
Less time on fee consent
18,955 Client Service Agreement service consents processed via AI
Faster account document creation
1,290 new account documents generated through AI automation
Quicker access to answers
Our AI assistant is helping advisers resolve simple questions sooner
What does this look like in practice?
Hear from Jerry Kalogeropoulos at Aptium Assist & Aptium Financial Services about how his advice practice benefits.
Simple questions shouldn't slow your day down.
Our AI-powered Assistant helps advisers and support teams quickly find platform information, guides and answers, 24 hours a day.
And when you need more specialised support, our experienced team is there to help resolve complex queries and keep things moving.
Every minute spent on manual tasks is time away from clients.
MLC Expand uses AI across key advice workflows to reduce manual handling, streamline implementation and minimise duplication.
Smarter processes give you more time for advice.
Watch our demo for a first-hand look at MLC Expand's latest automation features.
See how they can help your practice
SEE WHAT MLC EXPAND TECHNOLOGY CAN DO FOR YOUR PRACTICE
Discover how adviser-led, market-leading innovation, intelligent automation and AI-powered support can help your practice operate more efficiently.
HIGHLY RATED. WIDELY RECOGNISED
The MLC Expand platform is rated: 5 Apples – a Highly Recommended by Chant West.
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MLC Expand has received the Adviser-Ready Fund certification from Chant West and the FAAA.
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MLC Retirement Boost™ available on Expand is rated 4 Apples – Recommended by Chant West.
MLC Expand rated #1 for overall satisfaction in the 2026 Adviser Technology Needs Report.
MLC Expand named #1 platform distribution team in Australia by Adviser Ratings.
Expand Essential is ranked: #1 for Overall Platform Service Satisfaction #1 for Administrative Support #1 for Ease of Doing Business #1 for Value in the 2026 Wealth Insights Report.
Expand Essential Super and Expand Extra Super are rated: 5-stars by The Heron Partnership.
Expand is rated: #1 for Relationship Management #1 for Technical Services NMG Australian Wealth Adviser Study 2025.
Read more about our awards and ratings.
Important information: The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. Lifetime Product rating for MLC Retirement Boost (assigned May 2026) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.
