With Xplan we can save 10-15 hours in onboarding clients. We can deliver changes to clients while we are on the phone."
John Hazell - Principal Partner, Birling Wealth Management
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Why Xplan?
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.
Xplan. Built for better performance.
Trusted by over 9,000 businesses.
Advice software for practices of any size
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.
Xplan adapts to your business needs.
Complete & comprehensive
For advice practices of any size
Flexible, configurable & modular
Helps improve efficiencies
Open API architecture
Supports all advice delivery models
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