High impact advice software

Xplan

Choose the advice software rated best by the industry

Xplan is award-winning financial planning and wealth management software for the financial services industry.

Advice firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. With centralised client data and documentation, full workflow management and comprehensive reporting, Xplan makes it easy to reduce administration, maximise business opportunities and deliver high impact financial advice.

Advice software for every business

  • Unrivalled breadth and depth of functionality in one platform.
  • Scalable and built for advice businesses of all sizes, all models and all types of advice.
  • Flexible, configurable and modular to fit business requirements.
  • Open API architecture for your own tech eco-system with Xplan at the centre.
  • Reduces compliance risks, streamlines processes and improves efficiencies.
  • Integrates with over 450 third-party providers, including custom integrations in Xplan

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Xplan suite of software

Xplan Mortgage

Mortgage sourcing, advice and protection on one simple platform.

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Xplan Prime

Scaled advice software, delivered differently.

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Xplan Portfolio

Portfolio management software for peak performance.

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Xplan Model Office

Pre-configured advice software. Complete and ready to go.

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Xplan Risk Researcher

Insurance research and comparison software.

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Financial Knowledge Centre

Financial content and communication to educate and engage.

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Xplan WealthSolver

Investment product comparison software.

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FAQs about Xplan?

Our fact sheet includes everything you need to know.

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I can only say, move to Xplan as soon as you possibly can

Rainford Financial Services

Xplan Case Studies

Succession

Hear from Succession on how the adviser technology and wealth management solution XPLAN has driven profitability and helped them achieve their growth objectives.

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Redworth Caledonian Associates

Redworth Caledonian switched to XPLAN as they needed much more from their back office solution.

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Private Client Holdings

Hear from Mark MacSymon from Private Client Holdings on how adviser technology and wealth management solution XPLAN has enabled quick and efficient client decision making.

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