Wealthfolio vs Xplan
Wealthfolio
wealthfolio.ai
Xplan
iress.comSide by side
| Figure | Wealthfolio | Xplan |
|---|---|---|
| Price from | $2.99/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Portfolio Management Software | 8.6 (#9) | 8.2 (#19) |
| Purpose | Wealthfolio is a local-first, open-source investment tracker and personal finance app. | Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice. |
| Support | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
Plans
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
In their own words
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.
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.