Solution introduction

High impact advice software

Efficient. Effective. End-to-end.

Xplan is award-winning 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 throughto complex needs, Xplan allows you to manage the entire advice process from discovery, current position and goal-setting, analysis, strategy development, production recommendations and advice documentation through to implementation and ongoing review.  

Accessing powerful modelling tools and product information, Xplan makes it easy to reduce administration, maximise business opportunities and deliver high impact financial advice.

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