Xplan is a 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 firms 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 client portfolios, 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 client data and documentation is stored in one central system with full workflow management capability and comprehensive reporting for business management.