Snowball Analytics vs Xplan
Snowball Analytics
snowball-analytics.com
Xplan
iress.comSide by side
| Figure | Snowball Analytics | Xplan |
|---|---|---|
| Price from | $6.67/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 7 | 1 |
| Spec score · Portfolio Management Software | 8.9 (#5) | 8.2 (#19) |
| Founded | 2021 | 1993 |
| Headquarters | Lyon, France | Melbourne, Victoria, Australia |
| Purpose | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. | Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice. |
| Security | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. | An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified. |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
Plans
Snowball Analytics
- FreeFree
- Starter$7.99 a month
- Investor$14.99 a month
- Investor$149.99 a year
- Expert$24.99 a month
- Expert$249.99 a year
- Starter$79.99 a year
In their own words
Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance, and monitor dividends. It supports stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate, across more than 70 exchanges and 30 currencies. Users can connect to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Performance tools account for fees, dividends, and trades, and include IRR calculations, benchmarking, risk analysis, diversification, and rebalancing. Dividend features include tracking, payout records, calendars, yield calculations, and forecasting; dividend ratings are on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding, and one watchlist. A 14-day trial includes paid features without a credit card, after which users move to Free. Monthly plans are 7.99 USD for Starter, 14.99 USD for Investor, and 24.99 USD for Expert. It is available on web, Android, and iOS.
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.