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Tell me how it will help me
Managing portfolios can be challenging—with high demands on advisers and their teams—from constructing and managing portfolios to engaging and servicing clients.
From management to modelling, Xplan Portfolio allows for faster reporting, quick access to tax, valuation and performance plus, market data and approved product lists when you need it. Xplan Portfolio is a single, reliable piece of software offering end-to-end support of client portfolio management.
Tell me what it actually does
Xplan Portfolio is suitable for simple portfolios, right through to those more sophisticated. It allows you to construct, review, analyse and configure your clients’ portfolios and supports all investment types.
Administration, performance analysis, tax impact analysis, asset allocation assessment and transaction management are made simple with Xplan Portfolio.
To find out more, click here
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