getquin vs Xplan

getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.

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.