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 by Iress is a comprehensive financial planning and advice software solution designed to cater to the needs of financial advisors, wealth managers, and financial planning firms. Launched in 2001 and headquartered in Melbourne, Australia, Iress has established XPlan as a leading tool in the financial services industry. This review delves into the strengths and potential drawbacks of XPlan, providing a thorough assessment of its features, usability, and overall value. **Features and Functionality** XPlan stands out for its extensive suite of features tailored to financial planning professionals. At its core, XPlan offers robust financial planning and analysis tools that enable users to create detailed financial plans, manage investment portfolios, and track client progress over time. The software excels in its ability to provide comprehensive financial reports and analytics, which are crucial for advisors who need to present clear and actionable insights to their clients. One of the standout features of XPlan is its client management and relationship management capabilities. The platform allows users to maintain detailed client records, track interactions, and manage client workflows efficiently.
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.
Features
Key features
- 1. Comprehensive financial planning and advice tools
- 2. Client management and relationship management features
- Investment portfolio management
- 3. Advanced reporting and analytics
- 4. Regulatory compliance tools
- 5. Integration with financial data sources
Additional features
- 1. Financial planning and analysis
- 2. Client and relationship management
- 3. investment and portfolio management
- 4. Customizable reporting
- 5. Compliance and regulatory tools
- 6. Data integration and aggregation
- 7. Workflow and task management
- 8. Document management
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Xplan
Payactiv
Payactiv is a financial wellness platform from Payactiv that provides access to earned wages before…
SmartSwitch
SmartSwitch is a payment processing platform from SmartSwitch Botswana that supports electronic transactions. It provides…
Savabien
Savabien is a management software from Savabien [designed for business operations]. It provides tools for…
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
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
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
Email Address
support@xplan.comContact
+33 (0)1 73 02 32 11Documentation
https://www.iress.com/support/training/Xplan's Alternatives
Payactiv
Payactiv is a financial wellness platform from Payactiv that provides access to earned wages before…
SmartSwitch
SmartSwitch is a payment processing platform from SmartSwitch Botswana that supports electronic transactions. It provides…
Savabien
Savabien is a management software from Savabien [designed for business operations]. It provides tools for…
