Xplan is a financial planning and wealth management software that is flexible, complete and comprehensive, 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.
Discover how Xplan can help your business perform better, request a demo today.
Manage your client’s portfolio, review strategies against objectives, and help your clients easily manage their financial life via an online portal with secure two-way messaging.
With Xplan, all of your client data and documentation is stored in one central system. Full workflow management capability and comprehensive reporting make business management easier.
From simple through to complex advice, Australia's best advice software has you covered.
* Rated Australia's best by Investment Trends for 12 consecutive years.
With Xplan we can save 10-15 hours in onboarding clients."
Trusted by over 9,000 businesses.
Xplan. Built for better performance.
Xplan adapts to your business needs.
Complete and comprehensive
For advice practices of any size
Flexible, configurable, and modular
Helps improve efficiencies
Open API architecture
Supports all advice delivery models
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