A simple way to get more out of Xplan

Xplan Model Office makes it easier, delivering a customised Xplan site to advice businesses. Work directly with Iress consultants to get started, choose from a suite of customisable advice templates, workflow processes and reports—helping you convert more leads for your practice.

The result? A fully-managed integration of Xplan and a faster way to achieve a compliant, accurate and efficient service.

Xplan Model Office is currently available for financial advisers operating in Australia, New Zealand and APAC.

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The Xplan software suite

Client Portal

The safe, secure and simple way to stay in touch with clients 24/7.

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Private Wealth

Software for investment management & advice.

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Advice software platform.

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