XPLAN is a financial planning software developed by IRESS Limited, an Australian financial technology company. The software is used by financial advisers, wealth managers, and other financial professionals to manage client data, analyze financial data, and create financial plans and reports.
XPLAN is widely used in the financial planning industry in Australia and New Zealand, and is known for its user-friendly interface, robust features, and integration capabilities.
- XPLAN includes a range of features and tools to help financial professionals streamline their workflows, reduce paperwork, and improve efficiency. Some of the key features of XPLAN include:
- Client management: XPLAN allows financial advisers to store and manage client data, including personal details, financial goals, and investment preferences.
- Financial planning: XPLAN includes a range of tools to help financial advisers create financial plans and recommendations, including goal setting, cash flow forecasting, and asset allocation analysis.
- Investment management: XPLAN provides tools to help financial advisers manage their clients' investments, including portfolio monitoring, risk analysis, and market research.
- Reporting: XPLAN can generate a range of reports, including financial plans, investment performance reports, and compliance reports.
- Integration: XPLAN integrates with other financial software and tools, including accounting software, stock market data providers, and online trading platforms.
XPLAN is widely used in the financial planning industry in Australia and New Zealand, and is known for its user-friendly interface, robust features, and integration capabilities.
RSS Feed
