In the challenging world of financial advice, we’ve got you covered.

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.

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Advice software for practices of any size

  • 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.
  • Suitable across advice spectrum—from simple through to comprehensive and complex.
  • Supports all advice delivery models to engage prospects—retail, face to face, online and telephone.
  • Open API architecture for your own tech eco-system with Xplan at the centre.
  • Iress Open provides more choice and flexibility around the applications you want Xplan to integrate with.
  • Helps to reduce compliance risks, streamline processes, improve efficiencies, and convert more leads for your practice.
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Book a short demonstration of how Xplan can help your business

With Xplan we can save 10-15 hours in onboarding clients.

John Hazell
Principal Partner, Birling Wealth Management

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Xplan Portfolio

Construct, review, analyse, configure and maintain simple or sophisticated investment portfolios

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The Xplan fact sheet includes everything you need to know.

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Case studies

Blevins Franks

With confidence in their value proposition and a strategic technology partnership with us, business is looking good.

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Hear how Xplan has driven profitability and helped them achieve their growth objectives.

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Lewis Investment

Finding a better way to deliver their service digitally, with Iress' Client Portal and Digital Signatures.

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Redworth Caledonian Associates

Looking for a better way, this business switched to Xplan to get much more from their back office solution.

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Private Client Holdings

Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.

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Advanced Asset Consultants

After using our Xtools software for cashflow planning alongside Intelligent Office (iO), efficiencies were being lost. It's all changed with Xplan.

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Ovation Finance

With Xplan this business is seeing visible benefits. Find out what's making their clients say 'wow!'.

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Rainford Financial Services

After moving from Adviser Office to Xplan they say it's one of the best decisions they've made.

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