With Xplan Portfolio—financial software for end-to-end support of any investment management portfolio.
Whether simple or sophisticated, managing client portfolios is easier and more efficient using a single piece of software. Xplan Portfolio brings together everything needed to manage your clients’ portfolios effortlessly. With real-time data for advisers and clients and impressive visual modelling tools, demonstrating the value of advice has never been easier.
Advice software platform.Learn more
Scaled advice software.Learn more
Pre-configured advice software.Learn more
Insurance research and comparison software.Learn more
Financial content and communication to educate and engage.Learn more
Investment product comparison software.Learn more