Xplan

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

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About

Xplan is ranked #1 of 30 in financial Advisor Software on Inferse, made by Xplan (Melbourne, Victoria, Australia). It runs on Android, API, iOS, Web.

Compared on financial Advisor Software

Client portal: Yesiress.com

Facts

Product: Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks.iress.com · 2 Oct 2026
Advice workflow: It supports the advice process from discovery through implementation and ongoing review, with modelling tools and product information.iress.com · 2 Oct 2026
Client records: The product stores client data and documentation in one system and provides dashboards, workflow management, and reporting.iress.com · 2 Oct 2026
Configuration: Xplan is modular and configurable, and Iress describes options including essential tools, Advice Toolkit templates and workflows, and an enterprise package.iress.com · 2 Oct 2026
Advice delivery: It supports retail, face-to-face, online, and telephone advice delivery models.iress.com · 2 Oct 2026
API: Xplan has an open API architecture intended to let firms build their own technology ecosystem around it.iress.com · 2 Oct 2026
Integrations: Iress says Xplan connects to third-party applications through standard or custom integrations, including standard integrations using an app key or code.iress.com · 2 Oct 2026
Integration permissions: Standard integrations rely on client permission, and activation of standard or custom integrations is at the discretion of the client and site administrator.iress.com · 2 Oct 2026
Security: An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified.iress.com · 2 Oct 2026
Support: Iress directs financial advice software support requests to Iress Connect and lists a service desk operating 8 am–6 pm Toronto time on weekdays, excluding national bank holidays.iress.com · 2 Oct 2026
Sales: Iress provides a book-a-demo option for Xplan and directs prospective customers to contact sales.iress.com · 2 Oct 2026
Pricing: The Xplan product page describes package options but does not list prices; it invites visitors to book a demo.iress.com · 2 Oct 2026
Purpose: Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice.iress.com · 3 Oct 2026
Client records: Xplan provides fact finds for individuals, trusts and businesses, with centralised client data and documentation.iress.com · 3 Oct 2026
Advice workflows: It includes advice workflows for onboarding clients and managing reviews, as well as templates and automation through Advice Toolkit.iress.com · 3 Oct 2026
Modelling: Xplan modelling tools present advice concepts, strategies and products in charts, comparison tables and visualisations.iress.com · 3 Oct 2026
Portfolio management: Xplan Portfolio supports constructing, reviewing, analysing, configuring and maintaining investment portfolios.iress.com · 3 Oct 2026
Compliance: Xplan includes regulatory and legislative updates, compliance workflows and a CRM audit trail of changes to client files and recorded activity.iress.com · 3 Oct 2026
Hosting and security: Xplan is fully hosted, web-based software, and Iress states its data security practices are ISO/IEC 27001 certified.iress.com · 3 Oct 2026
Integrations: Iress describes standard integrations that transfer data with client permission and custom integrations that embed third-party functionality; examples include Microsoft, Google Maps and FujiXerox.iress.com · 3 Oct 2026
Integration ecosystem: The Xplan fact sheet says the platform integrates with over 450 third-party data providers and software vendors.iress.com · 3 Oct 2026
Mobile access: XplanTouch provides access to Xplan functions on iOS and Android tablets and smartphones.iress.com · 3 Oct 2026
Support: Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users.iress.com · 3 Oct 2026
Intended users: Iress describes Xplan as suitable for financial advice and wealth firms of all sizes, including practices seeking a standard solution and firms needing customised modules and hosting.iress.com · 3 Oct 2026
Advice channels: The Xplan fact sheet says the platform supports retail, face-to-face, online and telephone-based advice delivery.iress.com · 3 Oct 2026