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No. 21 of 81 ·Portfolio Management Software

Xplan

Web · Android · iPhone · API

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Two barsScore 6.5

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. It supports work from client discovery and onboarding through advice implementation and ongoing reviews, with workflows, templates, automation, and modelling. Modelling tools present strategies and products in charts, comparisons, and visualisations; Xplan Portfolio supports portfolio construction, review, analysis, and maintenance. Client data and documents are held alongside dashboards, workflow management, and reporting. Compliance features include regulatory updates, compliance workflows, and an audit trail of changes to client files and recorded activity. The product is modular and configurable, with packages ranging from essential tools to enterprise options. It supports retail, face-to-face, online, and telephone advice. Its open API architecture and standard or custom integrations can connect other applications; standard integrations depend on client permission. Xplan is hosted web software, with XplanTouch access on iOS and Android devices. Pricing depends on selected packages and modules and is available on request.

Who it is for

Xplan is intended for financial advice and wealth firms of different sizes, including practices seeking standard tools and firms needing customised modules and hosting. It supports several advice delivery channels.

What is good

  • Supports workflows from onboarding to ongoing reviews.
  • Portfolio tools cover construction, analysis, and maintenance.
  • Compliance workflows and client-file audit trail are included.
  • Integrates with over 450 third-party providers and vendors.

What to know first

  • Pricing is available only on request.
  • Standard integrations rely on client permission.
  • Integration activation is at the discretion of the client and site administrator.

Verdict

Xplan brings advice workflows, client records, modelling, portfolio tools, and compliance functions into a configurable platform. Prospective customers need to contact Iress for pricing and select packages to fit their requirements.

Xplan plans and pricing

All plans
Xplan Not published Package and modules selected to fit business requirements · Contact Iress for pricing iress.com · 3 Oct 2026

Compared on portfolio management software

Client portal
Yes

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