Xplan is widely regarded as the optimal financial planning software in the market, with many features that offer client and portfolio management, marketing efficiencies, strategy modelling and investment and risk research tools. As our core advice software, our customised site provides efficiencies and quality business solutions whilst maintaining a level of flexibility for your practice.

Our advice tools, including SoA and review wizards, are intuitive and allow you to produce quality advice documents efficiently and effectively. You will also have access to an extensive selection of single strategy SoAs including, but not limited to, transition to retirement, establishing an SMSF and insurance review.

The support provided by our team of internal dedicated Xplan consultants ensures you are always kept abreast of the latest in advice technology so that your business efficiencies continually improve.

To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

Find out more

Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

Find out more