Exirio vs Xplan
Exirio
exirio.com
Xplan
iress.comSide by side
| Figure | Exirio | Xplan |
|---|---|---|
| Price from | $7.42/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 5 | 1 |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.2 (#19) |
| Founded | 2020 | 1993 |
| Headquarters | Dover, Delaware, USA | Melbourne, Victoria, Australia |
| Intended users | The Institutional plan is tailored for financial advisors and asset managers. | 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. |
| Product | Exirio describes itself as a wealth management app for tracking investments in any currency. | Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. |
| Security | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
In their own words
Xplan
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.