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Xplan (Iress)

Willingness to recommend

3.17/5

Integrations

3.16/5

Value for money

3.39/5

Service

3.34/5
Based on 93 reviews

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About the provider

Xplan is award winning financial planning and wealth management software for firms of all sizes - from the smallest IFAs to large networks. Xplan reduces compliance risks, streamlines processes and improves efficiencies.

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.

The Xplan software has an open API architecture allowing integration with a business’s existing tech eco-system.

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NextWealth analysis

Migration issues for former Adviser Office users lost Iress a few friends in the adviser community but its supporters credit Xplan's modular structure and customisation options.

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Integrations

Based on 93 reviews
3.16/5

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Integrates One Way

Integrates Both Ways

Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Risk profiling and suitability

No integrations available for Cash Management

CashCalc

EVPro Goal

O&M Systems

Voyant

Xtools

Client Portal – Xplan (Iress)

moneyinfo

myprosperity

AJ Bell

ATEB Suitability

AXA

Brooks Macdonald

Canada Life

CashCalc – Data Capture

Clerical Medical

FujiXerox

GB Group eIDV

Genovo

Investec

IRESS Pulse

Legal and General

LGT Vestra

MailChimp

Margetts Fund Management

Microsoft

Morningstar

O&M Profiler

Pershing

Pheonix Wealth

Prudential

Royal London

Scottish Widows

Skandia

Standard Life

Sterling

Suitebox

Timeline

TopDocs

Umlaut

Virtual Cabinet

Visible Capital

Vitality

watermark

Zoom

7IM

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

AJ Bell Investcentre

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Cofunds

Credo Group

Embark Platform

Fidelity Adviser Solutions

Hubwise

James Hay

M&G Wealth Platform

Novia

Nucleus

Parmenion

Pershing

Quilter’s Platform

Raymond James

Transact

EValue Advisa Centa

FE Analytics

Morningstar

O&M Systems

The Exchange

Trigold

Dynamic Planner

EV Pro Risk

eValue Advisa Centa

FE Analytics

Oxford Risk

Voyant

Reviews

Willingness to recommend
Integrations
Value for money
Service
"too clunky
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
it all seems ok
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
It does a good job
Anonymous May 2022

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