Xplan. Built for better performance.

Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities, and deliver high impact financial advice.

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—accessing powerful modelling tools and product information. 

Manage your client’s portfolio, review strategies against objectives, truly bring clients and their financial life into the process with an online portal, and secure two-way messaging.

All of your client data and documentation is stored in one central system with full workflow management capability and comprehensive reporting for business management.

Show me what it looks like
News, diary and tasks all on one screen to make managing your day easier.
Recently refreshed, Xplan's navigation is more intuitive and effective to use.
Advice software for practices of any size
  • Unrivalled breadth and depth of functionality in one platform.
  • Scalable and built for advice businesses of all sizes, models, and types of advice.
  • Flexible, configurable, and modular to fit your business requirements.
  • Suitable across a wide advice spectrum—from simple through to comprehensive and complex.
  • Supports all advice delivery models—retail, face-to-face, online, and telephone.
  • Iress Open provides you with open API architecture that enables you to build your own tech ecosystem with Xplan at the centre.
  • Enables your practice to reduce compliance risks, streamline processes, and improve efficiencies.