Xplan Modelling Tools
by Iress · Wealth and investment platforms · Melbourne, VIC, Australia
Strategy and cashflow modelling for advisers.
What Xplan Modelling Tools does
- Integrated with Xplan CRM, Xtools+ and Client Portal - no double entry required.
- Cash Flow, Assets & Liability Modelling (CALM)
- Automated tax (and Centrelink) calculations
About Iress
Financial advice and practice management software (Xplan), plus trading, market data and order management systems for brokers.
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Also by Iress
- Xplan: Financial planning, CRM and practice management for advice firms.
- 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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