Xplan
Xplan: A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement. Ranked #4 of 34 in Financial Planning Software by our editors (9.1/10); pricing: Pricing on request; best for end-to-end advice and practice management.
At a glance
- Editor score9.1 / 10
- PricingPricing on request
- Best forEnd-to-end advice and practice management
- Scenario analysisYes
- Founded1993 · Melbourne, Victoria, Australia
- Facts checked20 Sep 2026
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
Our verdict on Xplan
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 analysis through goal setting, strategy development, recommendations, documentation, implementation, and ongoing review. Core capabilities include client data and document management, cash-flow and balance-sheet analysis, budget analysis, goal tracking, scenario modelling, taxation and social-security calculators, insurance-needs analysis, investment portfolio monitoring, and client communications.
Its strongest fit is for firms that need advice work and practice operations in one hosted, web-based environment. Advice workflows, compliance, audit trails, reporting, and ongoing review management sit alongside portfolio construction and monitoring, while the client portal supports secure messaging and document access. XplanTouch provides mobile access, and the platform supports web, iOS, Android, and API use. Integrations include IressNet, Microsoft Office, SuiteBox, Microsoft, Google Maps, FujiXerox, and third-party applications and data providers, although the available capabilities can vary by country, module, and deployment.
Pricing is handled through a contact-sales model rather than published plan tiers, so buyers should discuss the required modules and deployment directly with Iress. Xplan suits advice practices seeking coverage across planning, investment, insurance, compliance, client engagement, and practice management. A narrowly focused team looking only for basic financial calculations or a lightweight planning workspace may find its wider operational scope unnecessary. The client portal, mobile access, API, and third-party coverage make it a better fit when advice delivery and firm-wide workflows need to operate together.
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Xplan pricing
Xplan fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Integrations | 7 integrations: IressNet, Microsoft Office, SuiteBox, Microsoft, Google Maps, FujiXerox … |
| Pricing | Pricing on request |
| Website | iress.com |
| Facts checked | 20 Sep 2026 |
Xplan integrations
Xplan lists 7 integrations on its own site.
- IressNet
- Microsoft Office
- SuiteBox
- Microsoft
- Google Maps
- FujiXerox
- Third-party applications and data providers
Alternatives to Xplan
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
Xplan vs the competition
- Xplan vs RightCapital
- Xplan vs eMoney Advisor
- Xplan vs MoneyGuide
- Xplan vs NaviPlan
- Xplan vs Orion Planning
- Xplan vs Dynamic Planner
Compare Xplan with any tool side by side →
Also Ranked In
Xplan is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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