Xplan
Xplan is a financial planning and wealth management software that streamlines financial planning for financial advice practices.
What is Xplan?
Xplan is a comprehensive financial planning and wealth management software for financial advisory practices. Developed by Iress, Xplan provides a complete solution to manage the entire advice process from initial discovery through implementation and ongoing review, with financial modeling tools and integrated product information.
Features
FAQ
The official website of Xplan is http://www.xplanonline.com/
Xplan is a comprehensive financial planning and wealth management software for financial advisory practices. Developed by Iress, Xplan provides a complete solution to manage the entire advice process from initial discovery through implementation and ongoing review, with financial modeling tools and integrated product information.
Xplan belongs to the Financial CRM, Financial Management, Financial Services category.
Xplan offers features such as Data Visualization, Financial Analysis, Financial Reporting.
No, Xplan does not offer a free trial.
Pricing
Pricing not available
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