Xplan client stories

Case studies from around the world.

Wingate Financial Planning

When your advice business is built on having a brilliant team to deliver results and care for its clients, how do you make sure you are focusing on the right things?

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Birling Wealth Management

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

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Lewis Investment

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

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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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Advanced Asset Consultants

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

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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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Succession

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

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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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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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