About XPlan
XPlan is a financial planning software from Expansive Solutions that helps manage client portfolios. It includes comprehensive reporting tools, cash flow analysis, and investment tracking to facilitate informed decision-making. The software supports various financial planning methodologies and provides a user-friendly interface for financial advisors. XPlan allows users to customize reports and dashboards to meet specific client needs. Key capabilities: reporting tools cash flow analysis investment tracking client management compliance tracking Best for: financial advisors and planners that need to efficiently manage client portfolios and create personalized financial plans.
XPlan Details
XPlan's In-App Market Place
Does XPlan have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
5
Mini Apps
1. XPlan Connect - Integration tool that allows XPlan to sync data with CRM systems and other external platforms.
2. XPlan North - Geolocation add-on that provides real-time market data and insights for financial planners.
3. XPlan Insights - Analytics tool that helps users track key performance metrics and make data-driven decisions.
4. XPlan Compliance - Regulatory compliance tool that helps ensure adherence to industry standards and best practices.
5. XPlan Mobile - Mobile app add-on that enables users to access XPlan's features and functionalities on the go.
Pricing Options
Accepted Payment Currencies
AUD ($), CAD ($), EUR (€), GBP (£), JPY (¥), USD ($)
Pros & Cons
- Automation, automates tasks like data entry and calculations.
- Goal Setting
- Compliance, assists in meeting requirements.
- High cost.
- Steep learning curve for users without expertise.
- Integration Challenges
- Limited customization
XPlan's Support Options
Email Address
info@expansivegroup.comContact
+91 (20) 49311219