More and more advisers are moving to XPLAN and they're leading the way - armed with the tools they need to do business effectively and efficiently in the digital age.


Demand more from your financial planning software. More choice, more flexibility and better capability. That’s what today’s leading advisers expect and it’s what we deliver with IRESS XPLAN.

Don't get left behind, #jointhemovement

Wealth management software that fits your business

Choose our best practice wealth management software all pre-configured or a solution that's fully tailored to your exact requirements. It’s wealth management software, your way.


The innovation the industry has been asking for

Get industry best practice fact find, processes and workflows combined with leading advice tools all in one powerful wealth management solution.


Wealth management software that does the hard work for you

With powerful connectivity to the platforms, providers and tools you use, including the potential to integrate your financial world, you can do business faster and more efficiently than ever before.


Bring your business into the digital age, with omni-channel financial planning software

Engage and impress your clients from anywhere at any time across multiple devices and channels. Our wealth management software solution delivers the joined up, integrated omni-channel experience clients now expect.


“The reaction from clients is ‘wow’.”

Adrian Kidd
Financial Planner Ovation Finance

“XPLAN has enabled us to consolidate our business and client information from four separate systems into one.”

Andy Dyke
Managing Director, Russell Ulyatt Group

“Compared to similar adviser software systems, XPLAN is better.”

Studio 61 Wealth Management

The best way to appreciate what XPLAN can do for you is to see it in action.

Fill in the form below for a pressure-free demo with one of our team.

Want to talk? Call our sales team on 0345 068 3000

Join these leading UK financial planning firms who have all moved to XPLAN


Portus Consulting

Portus Consulting transferred to XPLAN from Adviser Office after reviewing the other software solutions on the market and finding it the best fit for their business.

Ovation Finance

Ovation have been using XPLAN for over two years and are seeing visible benefits including valuable time savings and greater efficiency. And they're not the only ones who've noticed the difference, find out what's making their clients say 'wow!'.

Demand more from your software

Why UK financial advice firms are demanding more from their software.

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