Xplan

7.4easy start · #19 of 81
in Portfolio Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web.

Xplan is ranked #19 of 81 in portfolio management software on The Geeks Club, made by Xplan (Melbourne, Victoria, Australia). It runs on Android, API, iOS, Web.

Xplan plans and pricing

All plans

Xplan Not published Package and modules selected to fit business requirements · Contact Iress for pricing iress.com · 3 Oct 2026

Compared on portfolio management software

Client portal: Yes

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The record

Product: Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks.
Advice workflow: It supports the advice process from discovery through implementation and ongoing review, with modelling tools and product information.
Client records: The product stores client data and documentation in one system and provides dashboards, workflow management, and reporting.
Configuration: Xplan is modular and configurable, and Iress describes options including essential tools, Advice Toolkit templates and workflows, and an enterprise package.
Advice delivery: It supports retail, face-to-face, online, and telephone advice delivery models.
API: Xplan has an open API architecture intended to let firms build their own technology ecosystem around it.
Integrations: Iress says Xplan connects to third-party applications through standard or custom integrations, including standard integrations using an app key or code.
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.
Security: An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified.
Support: Iress directs financial advice software support requests to Iress Connect and lists a service desk operating 8 am–6 pm Toronto time on weekdays, excluding national bank holidays.
Sales: Iress provides a book-a-demo option for Xplan and directs prospective customers to contact sales.
Pricing: The Xplan product page describes package options but does not list prices; it invites visitors to book a demo.
Purpose: Xplan is financial advice software that helps advice businesses automate work, manage clients and deliver financial advice.
Advice workflows: It includes advice workflows for onboarding clients and managing reviews, as well as templates and automation through Advice Toolkit.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#19 of 81
Best Financial Planning Software in 2026#12 of 34
Best Financial Advisor Software in 2026#10 of 31

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Sources

iress.com/software/financial-advice/xplan/· checked 2 Oct 2026
iress.com/software/financial-advice/xplan-integra· checked 2 Oct 2026
iress.com/media/documents/BR830419_-_Xplan_Platfo· checked 2 Oct 2026
iress.com/support/software-support/· checked 2 Oct 2026
iress.com/software/financial-advice/xplan-modelli· checked 3 Oct 2026