Aim high, deliver more

Networks of all sizes trust our software to drive performance and deliver better experiences for member firms and their clients.

With everything you need to work in a smarter, automated and scalable way, our full suite of financial advice and investment management software provides a better way to track revenue and activity, analyse data, oversee compliance, drive down costs and deliver quality advice more efficiently across your network.

We can help you put technology at the centre of your business and free you up to focus on what you do best, so you can aim high and deliver more.

Leading major digital transformation

Quilter Financial Planning CEO Stephen Gazard talks about leading major digital transformation across its network of over 5000 Xplan users, tapping into new markets and the importance of having the right technology partner.

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When it comes to making decisions about software it's about having the right people in the right room at the right time. Our relationship with Iress is trusted, open and honest.

Stephen Gazard
CEO, Quilter Financial Planning

Why Iress?

Networks of all sizes trust our software to drive performance across their business and deliver better client experiences across their network of adviser firms. By working with Iress you can be confident that we have:

  • A deep understanding of a network’s processes and challenges.
  • Long-standing strategic partnerships with large and small UK networks.
  • Financial strength and a commitment to ongoing investment in technology development and our people.
  • Delivered successful projects to other network clients, backed up by a tried and tested implementation process.
  • A robust security model that recognises the importance of data security and the complexity often associated with it for a network and its firms.
  • The right solutions for your member firms, helping them perform better and stick with you in the long run.

Advice software built to help networks perform better

Networks and their members rely on Xplan advice software to manage their business and deliver complete and compliant financial advice. Many choose Xplan for its broad range of capability which benefits everyone - from the regulator to the network head, to the member firms’ advisers and admins.

  • Intuitive and easy to use, Xplan is web-based and cloud-hosted, accessed remotely by users across the entire network.
  • Highly flexible, with the option to choose the right components at the right time for your member firms, Xplan will scale with your network.
  • Enjoy a more holistic view of your network, including better insight into clients and business opportunities.
  • Everyone will benefit from Xplan’s comprehensive reporting and MI - from opportunity and risk management reports to MI for strategic planning or marketing purposes.
  • Maximise cost and time savings for your member firms by managing certain operations through Xplan, avoiding the need for multiple in-house resources.
  • Xplan makes it easy to perform accurate monitoring and demonstrate ‘good systems and controls’ to the regulator.
  • Help your member firms achieve better client outcomes using the market-leading software designed to drive efficiency.
Download the Xplan factsheet

Our financial advice software


Advice software platform.

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Private Wealth

Advice, portfolio management & trading software.

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Client Portal

The safe, secure and simple way to stay in touch with clients 24/7.

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Digital Signatures

Sign documents digitally rather than with pen and paper.

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Xplan Prime

Scaled advice software.

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Xplan Mortgage

Mortgage sourcing, advice and protection on one simple platform.

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