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Xplan is award winning financial planning and wealth management software for firms of all sizes - from the smallest IFAs to large networks. Xplan reduces compliance risks, streamlines processes and improves efficiencies.
Supporting all types of advice, from simple through to complex needs, Xplan allows you to manage the entire advice process from discovery, current position, goal-setting, analysis, strategy development, production recommendations, advice documentation through to implementation and ongoing review.
The Xplan software has an open API architecture allowing integration with a business’s existing tech eco-system.
Migration issues for former Adviser Office users lost Iress a few friends in the adviser community but its supporters credit Xplan's modular structure and customisation options. 11% of the 424 planners we surveyed who say they use a back office solution are Xplan subscribers, with a larger representation coming from firms with more than 20 staff.
Client Portal – Xplan (Iress)
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No integrations available for Risk Profiling