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Xplan

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Software Status:Active

About Xplan

Xplan is a financial planning and wealth management software from Iress that supports advisers in delivering professional advice. It combines a client portal, digital advice solutions, and an Xplan roadmap hub to help improve advice outcomes in a competitive environment. Designed for practices of any size, Xplan provides a range of capable tools to aid in comprehensive financial management. Its features enable efficient client management and sophisticated trading capabilities. Key capabilities: client portal digital advice solutions Xplan roadmap hub institutional trading retail trading Best for: financial advisers that need a reliable solution for comprehensive client advice and wealth management.

Xplan Details

Vendor
Iress
Year Launched
2001
Location
55 rue d'Amsterdam 75008 Paris
Deployment
cloud
Training Options
documentation, videos, community
Countries Served
All Countries.
Languages
English, Spanish, French, German
Users
Financial Planners, Wealth Managers, Investment Advisors, Accountants, Business Owners, Project Managers
Industries Served
Independent financial advisors, paraplanners, protection, retirement and annuity specialists, insurance brokers, wealth managers, mortgage brokers, investment managers, and compliance professionals.
Tags
Financial Planning, Wealth Management, Financial Advice, Investment Planning, CRM, Financial Software.

Xplan's In-App Market Place

Does Xplan have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

2

Mini Apps

1. Iress Community

2. Software training

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AUD ($), NZD ($), USD ($), EUR (€), GBP (£), JPY (¥), CAD ($), CHF (Fr), SEK (kr), DKK (kr), NOK (kr), SGD ($), HKD ($), INR (₹), CNY (¥), KRW (₩)

Pros & Cons

  • 1. Comprehensive financial planning and client management features.
  • 2. Advanced reporting and analytics capabilities.
  • 3. Strong integration with financial data sources and other tools.
  • 4. Robust compliance and regulatory tools.
  • 1. Complex setup and customization may be challenging for new users.
  • 2. Potentially high cost, which may be a barrier for smaller firms.
  • 3. Steeper learning curve due to the breadth of features and customization options.

Xplan's Support Options

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