Effective. Efficient. End to end.

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.

View the Xplan software suite

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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.
Download the fact sheet

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

John Hazell
Principal Partner, Birling Wealth Management

The Xplan fact sheet includes everything you need to know.

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The Xplan software suite

Xplan Prime

Scaled advice software.

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Xplan Portfolio

Portfolio management software.

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Xplan Mortgage

Mortgage sourcing, advice and protection on one simple platform.

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Xplan Model Office

Pre-configured advice software.

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Xplan Risk Researcher

Insurance research and comparison software.

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Financial Knowledge Centre

Online financial content resource.

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Xplan case studies

Succession - UK

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 - UK

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

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Private Client Holdings - ZA

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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