Xplan Essentials is our most popular package for smaller advice businesses looking for straightforward, fully-supported financial advice software that's ready to go.

Built to include best-practice templates, smart workflows and digital technology for better ways to work with your clients online, Essentials is everything you need to deliver a financial advice service people truly love. We host it, manage it and make it happen. And because it’s cloud-based, you can securely access it from your desktop, laptop, smartphone and tablet.

Download our short guide to find out more.