Side by side
Orion Planning vs Xplan
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
Visit Orion Planning 
Paid AndroidAPIiPhone+1
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.
Visit XplanThe facts
| Orion Planning | Xplan | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Android, API, iPhone, Web |
| Lowest paid plan | Not published | Free or on request |
| Plans published | None | 1 |
| Maker | Not published | Xplan |
| Website | orion.com | iress.com |
| On financial planning software | #34 of 34 | #30 of 34 |
Orion Planning: what it does well
Xplan: what it does well
- 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.
Alternatives to Orion Planning Alternatives to Xplan The whole list