Small practice. Big demands.
It’s not easy running a financial advice business. Every day there are more demands on your time and money. More data. More information. More compliance. More reporting. More competition.
We can help.
Automate and accelerate with advice software for IFAs
Built for advice practices of any size, Xplan financial planning and wealth management software has everything you need to work in a smarter, more automated way. So you can be a small practice, with big ambitions.
> Download everything you need to know about Xplan
Perform better with Xplan
Reduce administration
Maximise business opportunities
Deliver high impact advice
Xplan is the best system available to financial advisers today.
MD - Autus
Xplan adapts to your business needs
Complete & comprehensive
Unrivalled breadth and depth of functionality in one platform
For advice practices of any size
From the smallest IFA to the largest networks
Flexible, configurable & modular
To fit your business requirements
Improves efficiency
Helps reduce compliance risks and streamline processes
Open API architecture
Enabling you to build your own tech ecosystem with Xplan at the centre
Supports all advice delivery models
Retail, face to face, online, and telephone
