What is Xplan Evolution?
Xplan Evolution is Iress’ investment in the future of Xplan. It evolves trusted financial adviser software with AI for financial advisers, smarter workflows, better experiences and a deeper client focus. Built around intelligent access to information and a more proactive adviser experience, Xplan Evolution helps advice businesses work more efficiently and deliver a better customer experience.
01
Smarter adviser workflows
AI-enabled tools that cut admin and help advisers deliver more personalised advice.
02
Intelligent access to your data
Find, understand and act on Xplan's data in plain language, without hunting through screens.
03
A more proactive adviser experience
Surface the right actions, opportunities and risks so you can stay ahead of client needs.
