Iress offers a suite of integrated solutions for financial advisers, with Xplan at its core.

Xplan is the practice management system, acting as the central hub for client data, financial planning, workflow management, and compliance.

It is complemented by specialised tools such as:

• Prequote: A quoting and application portal focused on protection and annuity products, allowing advisers to compare offerings and streamline submissions.
• Viewpoint: A portfolio review and analysis tool that provides detailed investment reporting, performance measurement, and valuation data to support client reviews.