In the challenging world of financial advice, we’ve got you covered

Across the UK and around the world, advice firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. Advice Tools is available with Xplan, the advice technology platform with everything you need to do your best work, whatever the challenge.

With centralised client data and documentation, full workflow management and comprehensive reporting all on one platform, Xplan makes it easy to cut costs, cut admin, maximise business opportunities and deliver high impact financial advice.

Xplan Advice Tools

With Xplan we can save 10-15 hours in onboarding clients.

John Hazell
Principal Partner, Birling Wealth Management

Xplan case studies

Birling Wealth Management

From the start, this team knew that choosing the right technology was critical.

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Blevins Franks

With confidence in their value proposition and a strategic technology partnership with us, business is looking good.

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Succession

Hear how Xplan has driven profitability and helped them achieve their growth objectives.

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Lewis Investment

Finding a better way to deliver their service digitally, with Iress' Client Portal and Digital Signatures.

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Redworth Caledonian Associates

Looking for a better way, this business switched to Xplan to get much more from their back office solution.

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Private Client Holdings

Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.

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Advanced Asset Consultants

After using our Xtools software for cashflow planning alongside Intelligent Office (iO), efficiencies were being lost. It's all changed with Xplan.

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Ovation Finance

With Xplan this business is seeing visible benefits. Find out what's making their clients say 'wow!'.

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Rainford Financial Services

After moving from Adviser Office to Xplan they say it's one of the best decisions they've made.

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