Press Release — Source: PR Newswire Asia. Content supplied by the issuing organization.

SYDNEY — FAYBL, an agentic artificial intelligence platform designed for financial advisers, has appointed experienced industry executive Andrew Walsh as its new President (International), the company announced on Wednesday.

Walsh is the co-founder of Xplan, a widely used financial advice platform, and previously served as the Chief Executive of financial technology firm Iress for 13 years. In his new role at FAYBL, Walsh will lead the company's engagement with licensees, platforms, and advice firms as it expands its rollouts in Australia and international markets.

The appointment coincides with the rollout of FAYBL v2.5, the latest update to the company's platform, which features a deeper integration with Iress' Xplan.

According to FAYBL, the v2.5 update allows its AI agent, Faybl, to operate across client records, documents, file notes, tasks, workflows, diaries, portfolios, and modelling information. The company stated that the AI agent is designed to execute workflows—such as preparing model strategies, drafting documents, raising tasks, and recording completed actions—rather than just describing them. All actions must be submitted for adviser approval before any data is written back to external systems.

“I've spent much of my career building the systems advisers rely on every day,” Walsh said in a statement. "What's changed now is that software can do more than store the work - it can help do it. FAYBL offers the capability to drive the adviser's existing systems, safely and with the adviser in control, thereby unlocking the scaling potential of practices."

Steven Goh, co-founder and CEO of FAYBL, welcomed Walsh's appointment, stating, "An AI agentic experience can transform the professional experience and economics of advice for the better. Andrew joining and V2.5 are big steps towards that."

FAYBL announced that six additional firms are currently onboarding onto the platform. The v2.5 update is currently available to several firms, including Profile Financial Services, Financial Advice Matters, Transition Wealth, Knight Group, Obra Wealth, and Wealth Laboratory.

Chris Holmes of Wealth Laboratory praised the platform's impact on administrative workloads. “Faybl has brought the joy back to financial planning,” Holmes said. "The days of being weighed down by endless administration are gone, allowing me to focus on what I enjoy most - meeting with clients and developing meaningful strategies to help them achieve their goals."

FAYBL (registered as YBL.ai Inc.) serves financial advice practices in Australia, the United States, and the United Kingdom. The company's leadership team also includes Doug Bewsher, who serves as President (Americas).