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.
Scaled advice software, delivered differently.Learn More
Portfolio management software for peak performance.Learn more
Mortgage sourcing, advice and protection on one simple platform.Learn more
Pre-configured advice software. Complete and ready to go.Learn more
Insurance research and comparison software.Learn more
Financial content and communication to educate and engage.Learn more
I can only say, move to Xplan as soon as you possibly can
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.