Powerful wealth management and financial planning software for advisers

Save hours of time with a system designed to drive efficiency across your business.

Deliver greater value to your clients with engaging advice tools and secure online access.

Stay compliant with automated audit trails and easy to generate reports. 

Connect with an extensive range of providers for fast valuations, quotes & transactions.

CRM

central database · fact find · document storage · email & diary

 

Advice 

gap analysis · cashflow planning · suitability reports · client portal 

 

Quote & Apply

protection · pensions & annuities · investments · equity release

 

Portfolio

multi-asset · valuations · rebalancing · real-time data feeds · CGT

 

Practice management

dashboards · task automation · revenue management · reporting

  • Less time spent on revenue management

    Armstrong Watson Financial Advisers

  • Less time spent on annual review preparation

    Russell Gibson Financial Management

  • Less time spent on producing monthly management reports

    Ovation Finance

  • Less time spent on revenue management

    Russell Gibson Financial Management

All endorsements reflect the opinions of the firms mentioned and are based on client feedback received September 2017.


Enquire about XPLAN today

 Or speak to us now: 0345 068 8000

  • Easy set up with
    minimal downtime

  • Excellent UK based
    customer support

  • Out of the box
    or tailored options

Find out how XPLAN helped Russell Ulyatt transform their business

Hear from Russell Ulyatt on how XPLAN is helping them to grow profitably and deliver an exceptional client service proposition.

What our customers say

XPLAN Clients

Book a free demo

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept