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Xplan (Iress)
Willingness to recommend
3.18/5
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.
Integrations
Based on 125 reviews
3.14/5
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
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Anonymous
October 2022
Willingness to recommend
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Anonymous
October 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2022
