Xplan Portfolio

Manage simple to sophisticated portfolios, across all investment types.

What’s the best way to balance the demands of managing portfolios, clients and administration?

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 from one place. Xplan Portfolio brings together everything needed to manage clients portfolios effortlessly. With real-time data for advisers and clients, and impressive visual modelling tools, Xplan Portfolio makes it easier to demonstrate the value of advice.

Construct, review, analyse and configure clients’ portfolios:

  • Flexible: Ad-hoc or target set based portfolio construction.
  • Global: Support for all investment types including multi-currency support.
  • Streamlined: Automated transaction updates from platforms.
  • Connectivity: Broker connectivity for trade execution and comprehensive reporting.
  • Customisable: Flexible fee structures.
  • Easy access: Client online access.

Xplan Portfolio FAQs?

Our fact sheet includes everything you need to know.

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