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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.

Key Features

Strategy development & modelling

Critical to the kyc and customer needs analysis process are the Xtools calculators and Xtools+ modelling tools. These intuitive, powerful and illustrative tools help to identify client needs, model scenarios and compare and assess strategy options.

Research & comparisons

Research and comparisons form the basis of sound financial recommendations and advice. Xplan offers a depth of information to enable purposeful analysis and considered recommendations.

WealthSolver (Australia)

Compares the features and benefits of over 750 up-to-date superannuation, pension and investment products including all fees, underlying investment options and insurance inside super. WealthSolver enables modelling and comparison of multiple advice options, future projections charting and analysis and fee calculations based on product structures and client specific balances and contribution levels.

Retire and Invest (United Kingdom)

Offers support for advisers providing retirement and investment advice. It facilitates the ability to quote for pensions, annuities and bonds and manually add other investment products when appropriate. It can also be used by compliance teams to review products that have been provided.

Fund Focus (South Africa)

Compares fund performance against market peers and allows tracking of both fund performance and risk, along with the capability to create and monitor model portfolios.

Risk Researcher (Australia, New Zealand, South Africa & United Kingdom)

Provides the tools necessary to determine client insurance needs, and assess, model and recommend risk solutions. Additional functionality includes flexible and comprehensive premium modelling and detailed policy and feature benefits analysis. Risk Researcher includes live connectivity with insurance provider quotation software and a document library of up-to-date Product Disclosure Statements, application forms and adviser guides.

The Exchange (United Kingdom)

Risk Researcher and Retire and Invest connect directly to The Exchange quote and apply service across life, health, protection, pensions, annuities, investments and general insurance.

Debt Qualifier (United Kingdom)

Allows users to research mortgage products with maximum loan amounts and product lists from supported lenders and produces product lists with financial data. Debt Qualifier maintains and continually updates all rate and product data.

Advice recommendations, documentation & execution

At the ‘pointy’ end of the advice process, integration and the re-use of data already captured, is a fundamental driver of efficiency. Xplan’s Xmerge and eApplications functions allow for stored data to pass directly into advice document templates and application forms.

Portfolio management

A complete view of portfolio positions, ongoing monitoring and management of portfolios is simplified with Xplan Portfolio.

Strategy monitoring, goal tracking, reviews & reports

Build and manage an ongoing service offer so clients are on track to achieve their goals.

Client engagement & experience

With increased importance on client engagement, firms can provide their clients with the flexibility and convenience of viewing their live, consolidated investment and insurance portfolio (including other personal information) online.

Compliance and risk management

The responsibility of satisfying compliance requirements and managing risk is made easier using Xplan’s in-built features and functions. Streamline the process and reduce the hassle when dealing with compliance.

Practice management

Effectively manage your practice including client reviews, activities, workflow, documents, client service delivery and staff management.

Key Benefits

  1. Improve efficiency. Streamline your business processes and become more efficient, thereby reducing your operational costs.

  2. Focus on your core activities. Helped by efficiency improvements you can create value by freeing up time for client-facing activities, thereby deepening client relations.

  3. Better compliance oversight. Easily identify cases across your entire client base which do not meet your expected criteria and avoid compliance issues with unsuitable portfolios.

  4. Maintain close client relationships. Our client portal allows you to work collaboratively with new clients during onboarding to give them the best possible experience. Deliver leading digital technology to all of your clients so they can communicate with you or self-service as required.

  5. Data. Harness the data using our flexible reporting system to gain better insights and delight your customers by offering proactive solutions.



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