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Willingness to recommend

2.75/5

Based on 75 reviews

Xplan (Iress)

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Value for money

3.25/5

Support

3.42/5

Integrations

3.17/5

Based on 24 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

3.17/5
Based on 24 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

No integrations available for Cash Management

CashCalc

Voyant

Xtools

Client Portal – Xplan (Iress)

moneyinfo

myprosperity

Brooks Macdonald

Canada Life

FujiXerox

GB Group eIDV

Genovo

IRESS Pulse

MailChimp

Morningstar

Prudential

Royal London

Scottish Widows

Suitebox

TopDocs

7IM

Advance by Embark

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

Morningstar

The Exchange

Trigold

Voyant

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Xplan (Iress)
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
only just started using this but happy so far
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
3/5
Service
Dire system which can not produce good reports or information. Slow and totally illogical
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
Expensive and slow to develop
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
4/5
Service
Still running into integration problems after 3 years
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
We have only recently started using it and it is too early to say
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
My experience of it is that it is a poor system more focused on the compliance needs of a large Network and not adviser or client focused
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
Don't know other systems and sometimes it is better the devil you know
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
We have had too many problems
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Scalable options available
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
All round ease of use
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
works well
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
happy with the system
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
"System not working as it should
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
pleased so far with their system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Seems to work well and does everything we need
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
We've found IRESS to be a reliable back office system that supports our advice process
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
2/5
Value for money
3/5
Service
easy and effective systems
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
Not very client friendly to navigate around
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
I am not wholly satisfied
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Long standing good support
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
cant access its full capability
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
Good company to deal with
Anonymous March 2020
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