The complete wealth management and financial planning technology solution for advisers.

XPLAN is a leading system proven to save hours of time and drive efficiency across every element of the advice process. Unrivalled in functionality, XPLAN connects with an extensive range of providers and will help you stay compliant minimising risk to your business. With it’s colourful, interactive tools XPLAN also gives you an impressive interface you can share with clients.

Deliver a better service for your clients and future-proof your business with XPLAN.


  Terms & Conditions apply 



For more details of functionality, benefits and how XPLAN can help transfrom your business, please download the factsheet or watch the bite sized demo videos below.



  • Adviser Tools

    Advice tools

    Model and compare cashflow projections. Use engaging education tools to highlight your client’s circumstances.

  • Compliance Management

    Advice tools

    Record all activity from the initial lead stage through to the final quality check post advice.

  • CRM

    Advice tools

    Bring together compliance, audit, administration and advice management connecting the end to end advice process.

  • Portfolio Management

    Advice tools

    A complete portfolio solution, for simple to sophisticated portfolios.

  • Revenue Management

    Advice tools

    Handle all areas of revenue management effortlessly including comprehensive reporting.

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What our customers say

XPLAN Clients

Request your free demo of XPLAN

 Or speak to us now: 0345 068 8000

Mortgage Adviser?


XPLAN Mortgage is a modular sourcing and advice platform, which transitions seamlessly from fact find to online sourcing and application. 







* Client feedback 2017: Russell Gibson Financial Management cut time spent on revenue management by 50% and decreased time spent on annual review preparation by 60% | Ovation Finance reduced time spent producing monthly management reports by 70%

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