Xplan
by Iress · Wealth and investment platforms · Melbourne, VIC, Australia
Financial planning, CRM and practice management for advice firms.
What Xplan does
- Simple ‘Add’ and ‘View’ portfolio management tool.
- Automatic updates on secure, maintained cloud-based servers.
- Standard valuation and review templates.
- Comprehensive regulatory and legislative updates.
- Prepopulation technology to cut data entry and rekeying.
What Xplan is used for
- Manage the complete advice journey
- Simplify reporting and reduce compliance risk
- Model complex advice into visuals
- Complete client fact finds
Who Xplan is for
- Wealth and investment managers
About Iress
Financial advice and practice management software (Xplan), plus trading, market data and order management systems for brokers.
Iress in the vendor registry: its products, features and similar vendors.
Also by Iress
- Xplan Modelling Tools: Strategy and cashflow modelling for advisers.
- CommPay: Adviser commission and fee revenue management.
- ViewPoint and Iress Pro: Market data and trading terminals for brokers and investors.
- FIX Hub: Electronic trading connectivity network.
- Order System: Order management for retail and institutional trading.
More in this category: Wealth management and investment platforms.
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