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Xplan (Iress)
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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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Integrations
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
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