Skip to content
Broker news. Connected. RSS feed
FXBROKERS

A clearer view of the broker industry.

Webull Australia adds AI research and Xplan links to its adviser platform

The Webull Connect update combines adviser workflow tools with AI queries and expanded client-account access. Some portfolio features are rolling out in early November.

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]

At a glance01

The announced adviser workflow

The announced adviser workflow
AreaCapability or rollout
ResearchAI queries; 5,000 a month currently included
Portfolio contextInsights and exposure analysis rolling out in early November
Account setupBulk HIN onboarding and transfers through LAB
Practice softwareIress Xplan connectivity
ExecutionASX/global orders and central average-price allocation
Client accessMobile 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]

Follow the evidence

Sources & further reading

  1. Webull Australia doubles down on its adviser platform Webull Securities Australia via company-distributed release · 2 Nov 2026 · Accessed 4 Nov 2026

Report an error or submit an update