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Home Back Office Systems Xplan (Iress)

Willingness to recommend

2.47/5

Based on 51 reviews

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.

NextWealth view

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.

Integrations

Cash Flow Modelling
Client Portal
Other
Platform
Research
Risk Profiling

CashCalc

Voyant

Xtools

Client Portal – Xplan (Iress)

moneyinfo

myprosperity

Brooks Macdonald

Canada Life

Legal and General

LVE

Margetts Fund Management

Microsoft

Prudential

Royal London

Scottish Widows

7IM

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Ascentric

Aviva

Credo Group

FundsNetwork

Investcentre (AJ Bell)

James Hay

Novia

Nucleus

Old Mutual Wealth

Parmenion

Pershing

Standard Life Elevate

Standard Life Wrap

Transact

Zurich

Defaqto

Morningstar

Selectapension

The Exchange

Trigold

No integrations available for Risk Profiling

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