Xplan

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Tell me how it will help me

Operating an advice business is challenging and complex, as you balance the commercial need for efficiency and profitability, the requirements of regulation and risk management, and the delivery of quality service and outcomes for your clients.

The technology you rely on needs to deliver on all of the above, fit your advice model and business operations, and work for you, not against you.
Iress has a deep knowledge of financial planning and the ever-changing advice landscape. And, most importantly, we intimately understand your needs, the challenges you face and what’s important to you.
Xplan helps reduce administrative overheads while maximising business opportunities and enabling you to deliver complete and compliant financial advice and service to your clients.

Tell me what it actually does

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.
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 and 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.
Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure. Its comprehensive functionality means you can run your front, middle and back office on one single platform.
With extensive training and user support available, Xplan is reliable and cost-effective software for your business.

To find out more, click here

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