Advice software that's simply brilliant
Xplan Essentials is our fully-supported advice software package, perfect for smaller wealth management firms and financial advice businesses. Built with best-practice templates, workflows and the right amount of automation, Essentials is everything you need to be brilliantly efficient, stay compliant and deliver an advice service your clients love.
It's designed to be easier to use and simpler to implement than anything else on the market so that you can achieve more sooner. We host it, manage it and support you all the way. Simply brilliant.
Here's why Essentials is our most popular Xplan package:
Designed to be easier to use than anything else on the market
Best practice (such as client onboarding) built-in
Simpler implementation gets you up and running sooner
Fully managed, so you don't have to worry about maintenance, security or updates
Fully supported by an awesome UK team
All at a great value price
Previously, a staff member might have managed only five or six cases, now each person can easily handle 12 to 15 cases, and that’s all down to the automation in Xplan.
CPN Investment Management
Xplan Essentials benefits your advisers, your business and your clients. Here's how:
Simply brilliant for your advisers
Xplan Essentials has everything you need to deliver a competitive, compliant advice service.
- Easy to use fact finds for individuals, trusts and businesses
- Standard valuation and review reports
- Best practice advice workflows
- Wide range of valuation feeds from UK providers
- Viewable and editable portfolio management features
It also offers:
- Integration with The Exchange for protection sourcing functionality [licence required]
- Free access to Profiler to help with pension and investment research, cashflow modelling and drawdown analysis.
Simply brilliant for your business
Secure and low maintenance, Xplan Essentials allows you to focus on running your business at its best.
- All your client data in one place
- Integrated invoice and revenue management
- Fully hosted and managed by us
- Automated software updates
- Free online training for your team
Simply brilliant for your clients
With a Client Portal included, Xplan Essentials helps you deliver a trusted, personal and convenient digital service.
- Super straightforward online fact-finds
- Secure and personalised communication
- ID upload
- Their financial information in one place
Ready to be even more brilliant?
Xplan is award-winning financial planning and wealth management software for the financial services industry.
Advice firms of all sizes use Xplan to deliver a complete and compliant financial advice service. With centralised client data and documentation, full workflow management and comprehensive reporting, now it's easy to reduce administration, maximise business opportunities and deliver even more brilliant financial advice.
