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SPECIFICTION
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Xplan

iress.com

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Spec score 8.2 #19 of 81 in Portfolio Management Software

What it is

Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. It supports work from client discovery and onboarding through advice implementation and ongoing reviews, with workflows, templates and automation. Modelling tools present strategies and products in charts, comparisons and visualisations; Xplan Portfolio supports building, reviewing and maintaining investment portfolios. Client data and documents sit alongside dashboards, workflow management and reporting. Compliance features include regulatory updates, compliance workflows and an audit trail of changes to client files and recorded activity. Xplan is modular and configurable, with options from essential tools to enterprise packages. It supports retail, face-to-face, online and telephone advice, and connects to third-party applications through standard or custom integrations; standard integrations rely on client permission. The hosted, web-based platform has an open API, and XplanTouch provides access on iOS and Android devices. Pricing depends on selected packages and modules and is available from Iress on request.

Spec sheet

Purpose
Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice.Read 3 Oct 2026 · iress.com
Product
Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks.Read 2 Oct 2026 · iress.com
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.Read 3 Oct 2026 · iress.com
API
Xplan has an open API architecture intended to let firms build their own technology ecosystem around it.Read 2 Oct 2026 · iress.com
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.Read 3 Oct 2026 · iress.com
Security
An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified.Read 2 Oct 2026 · iress.com
Compliance
Xplan includes regulatory and legislative updates, compliance workflows and a CRM audit trail of changes to client files and recorded activity.Read 3 Oct 2026 · iress.com
Support
Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users.Read 3 Oct 2026 · iress.com
Headquarters
Melbourne, Victoria, AustraliaRead 23 Sep 2026 · iress.com
Founded
1993Read 23 Sep 2026 · iress.com
Advice channels
The Xplan fact sheet says the platform supports retail, face-to-face, online and telephone-based advice delivery.Read 3 Oct 2026 · iress.com
Advice delivery
It supports retail, face-to-face, online, and telephone advice delivery models.Read 2 Oct 2026 · iress.com
Advice workflow
It supports the advice process from discovery through implementation and ongoing review, with modelling tools and product information.Read 2 Oct 2026 · iress.com
Advice workflows
It includes advice workflows for onboarding clients and managing reviews, as well as templates and automation through Advice Toolkit.Read 3 Oct 2026 · iress.com
Client records
Xplan provides fact finds for individuals, trusts and businesses, with centralised client data and documentation.Read 3 Oct 2026 · iress.com
Configuration
Xplan is modular and configurable, and Iress describes options including essential tools, Advice Toolkit templates and workflows, and an enterprise package.Read 2 Oct 2026 · iress.com
Hosting and security
Xplan is fully hosted, web-based software, and Iress states its data security practices are ISO/IEC 27001 certified.Read 3 Oct 2026 · iress.com
Integration ecosystem
The Xplan fact sheet says the platform integrates with over 450 third-party data providers and software vendors.Read 3 Oct 2026 · iress.com
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.Read 2 Oct 2026 · iress.com
Mobile access
XplanTouch provides access to Xplan functions on iOS and Android tablets and smartphones.Read 3 Oct 2026 · iress.com
Modelling
Xplan modelling tools present advice concepts, strategies and products in charts, comparison tables and visualisations.Read 3 Oct 2026 · iress.com
Portfolio management
Xplan Portfolio supports constructing, reviewing, analysing, configuring and maintaining investment portfolios.Read 3 Oct 2026 · iress.com
Pricing
The Xplan product page describes package options but does not list prices; it invites visitors to book a demo.Read 2 Oct 2026 · iress.com
Sales
Iress provides a book-a-demo option for Xplan and directs prospective customers to contact sales.Read 2 Oct 2026 · iress.com

Plans and prices

Xplan Priced on request Package and modules selected to fit business requirements · Contact Iress for pricing Read 3 Oct 2026 · iress.com

Every Xplan plan and price →

Strong points and limits

Strong points

  • Workflows span onboarding, implementation and ongoing reviews
  • Modelling tools present strategies and products visually
  • Compliance workflows and client-file audit trail
  • XplanTouch access on iOS and Android

Limits

  • Pricing is available on request
  • Standard integrations rely on client permission
  • Integration activation is at client and site administrator discretion

Who it suits

Xplan is aimed at financial advice and wealth firms of different sizes, including practices wanting standard tools and firms needing configured modules. It supports several advice delivery channels and portfolio management.

Verdict

Xplan combines advice workflows, client records, portfolio tools and compliance functions in a configurable hosted platform. Firms need to contact Iress for pricing and select packages and modules for their requirements.

Where Specifiction places it

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