Xplan, from Iress, is a comprehensive practice management system for financial advisers. It integrates client management (CRM), financial planning tools, wealth management, and compliance functions. The platform is designed to be a central hub for all adviser and client activity and data.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS: