Financial adviser software
Build, deliver and review financial plans seamlessly in one place.
Financial advice businesses, from the smallest IFA's to the largest advice networks, trust our financial adviser software to drive performance and deliver better client experiences.
Our connected suite of financial planning software, CRM and back-office tools, client portals, portfolio management, data feeds and revenue management solutions helps advice firms manage the complete advice lifecycle - from client discovery and financial planning through to recommendations, implementation, ongoing reviews, compliance, client communication and business management.
Trusted by 9,000+
businesses worldwide
19,400 active
community users
Unrivalled breadth
and depth of functionality
Discover Xplan
One platform for connected advice
Flexible financial planning software that supports the advice journey from discovery to ongoing review.
- Manage advice from discovery through ongoing review.
- Support simple, complex and evolving client needs.
- Configure workflows to fit your practice.
- Model scenarios and compare strategies.
- Create advice documents using data already captured.
- Engage clients through an online portal and secure messaging.
