Xplan vs Orion Planning

Xplan9.1Visit Orion Planning8.9Visit

Higher score Xplan #4 in Financial Planning Software 9.1/10 Pricing on request ✓ 7 of 7 features Visit Iress

vs

Orion Planning #6 in Financial Planning Software 8.9/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

• Xplan fits best

  End-to-end advice and practice management

• Orion Planning fits best

  Orion-integrated wealth management teams

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Side by side

Feature	Xplan 9.1/10 Visit ↗	Orion Planning 8.9/10 Visit ↗
At a glance
Editor score	9.1	8.9
Ranking	#4 in Financial Planning Software	#6 in Financial Planning Software
Best for	End-to-end advice and practice management	Orion-integrated wealth management teams
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Integrations	7 integrations	7 integrations
Features Xplan 7/7 · Orion Planning 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers cash flow, goals, tax, insurance, investments, and scenario analysis Connects advice workflows with compliance, audit trails, and reporting Offers web, mobile, API, client portal, and third-party application support	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports
Cons	Pricing requires direct contact with sales Capabilities and integrations vary by country, module, and deployment Its broad scope may exceed the needs of narrowly focused planning teams	Pricing requires a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms
Our verdict	Xplan is financial planning and wealth management software from Iress for financial advice practices, ranging from small independent firms to large networks. It supports the advice lifecycle from client discovery and current-position… Read the review →	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… Read the review →

Strengths and trade-offs

• Xplan — where it wins

  • Covers cash flow, goals, tax, insurance, investments, and scenario analysis
  • Connects advice workflows with compliance, audit trails, and reporting
  • Offers web, mobile, API, client portal, and third-party application support

  Where it doesn't

  • Pricing requires direct contact with sales
  • Capabilities and integrations vary by country, module, and deployment
  • Its broad scope may exceed the needs of narrowly focused planning teams

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• Xplan9.1/10 · Pricing on request

  A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.

  Visit IressFull verdict →
• Orion Planning8.9/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →