Webull Australia has expanded Webull Connect, its adviser platform launched in February, with AI research, Iress Xplan connectivity and additional onboarding and execution tools. The company announced the update on 2 November.[1]
The AI service currently includes 5,000 queries a month without an additional charge. Portfolio insights and exposure analysis are being rolled out in early November, so the announcement does not establish that every adviser already has every new feature enabled.[1]
The broader update includes bulk HIN onboarding and transfers through LAB, Xplan integration, and tools for managing orders across ASX and global markets. Advisers can use separate orders or central execution followed by allocation at an average price, according to the company.[1]
The announced adviser workflow
| Area | Capability or rollout |
|---|---|
| Research | AI queries; 5,000 a month currently included |
| Portfolio context | Insights and exposure analysis rolling out in early November |
| Account setup | Bulk HIN onboarding and transfers through LAB |
| Practice software | Iress Xplan connectivity |
| Execution | ASX/global orders and central average-price allocation |
| Client access | Mobile account view alongside adviser tools |
Webull also described a multi-window terminal, market-depth information and hotkeys. Those features serve different parts of the adviser workflow: research and account context support decisions, while order tools and allocation functions support implementation and record keeping.[1]
The company cited Australia’s large funds-under-advice market alongside a reduction in adviser numbers as the backdrop to its platform investment. Those industry figures are company-cited context, not evidence that the new software has already increased adviser capacity or reduced costs.[1]
Planned access to Japan, regulated crypto products and US bonds remains part of the future product direction. The current update is strongest when read as a set of delivered connections and stated rollouts, with the remaining market additions treated as plans rather than live coverage.[1]
Sources & further reading
- Webull Australia doubles down on its adviser platform Webull Securities Australia via company-distributed release · 2 Nov 2026 · Accessed 4 Nov 2026