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.

You will also receive access to highly skilled individuals with intimate knowledge of the back office functions of running a wealth management business, helping you to develop your systems and processes.

Leverage Xplan consultant support

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.

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