When you’re balancing the commercial need for efficiency and profitability, plus compliance and risk management, you still need to deliver quality service and outcomes for your clients.
Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice.
Manage the entire advice process from discovery, right through to implementation and ongoing review—accessing powerful modelling tools and product information.
With all client data and documentation stored in a single system, the at-a-glance dashboard allows for full workflow management capability and comprehensive reporting for easier, and more cost-effective, business and revenue management.
With Xplan we can save 10-15 hours in onboarding clients.
Scaled advice software.Learn More
Portfolio management software.Learn more
Mortgage sourcing, advice and protection on one simple platform.Learn more
Pre-configured advice software.Learn more
Insurance research and comparison software.Learn more
Online financial content resource.Learn more
Hear from Succession on how the adviser technology and wealth management solution Xplan has driven profitability and helped them achieve their growth objectives.
Redworth Caledonian switched to Xplan as they needed much more from their back office solution.
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.