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.
Winner, Professional Paraplanner Award for Best Back Office System, 2019
Rated Australia's best by Investment Trends for 12 consecutive years.
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.
Xplan suite of software
I can only say, move to Xplan as soon as you possibly can
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.
Redworth Caledonian Associates
Redworth Caledonian switched to Xplan as they needed much more from their back office solution.
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.
Book a free demonstration to see how Xplan can help your business
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