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
From the start, this team knew that choosing the right technology was critical.
With confidence in their value proposition and a strategic technology partnership with us, business is looking good.
Hear how Xplan has driven profitability and helped them achieve their growth objectives.
Finding a better way to deliver their service digitally, with Iress' Client Portal and Digital Signatures.
Looking for a better way, this business switched to Xplan to get much more from their back office solution.
Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.
After using our Xtools software for cashflow planning alongside Intelligent Office (iO), efficiencies were being lost. It's all changed with Xplan.
With Xplan this business is seeing visible benefits. Find out what's making their clients say 'wow!'.
After moving from Adviser Office to Xplan they say it's one of the best decisions they've made.