Xplan iress full#

Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure.

Xplan iress full#

Manage your clientвЂ™s portfolio, review strategies against objectives and truly bring clients and their financial life into the process with an online portal and secure two-way messaging.ДЄll of your client data and documentation is stored in one central system with full workflow management capability and comprehensive reporting for business management. Through to implementation and ongoing review- accessing powerful modelling tools and product information. Production recommendations, advice documentation Supporting all types of advice, from simple through to complex needs, Xplan allows you to manage the entire advice process from discovery, current position, goal-setting, analysis, strategy development, Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size-from the smallest IFA to the largest networks. Xplan helps reduce administrative overheads while maximising business opportunities and enabling you to deliver complete and compliant financial advice and service to your clients. And, most importantly, we intimately understand your needs, the challenges you face and whatвЂ™s important to you. Iress has a deep knowledge of financial planning and the ever-changing advice landscape. The technology you rely on needs to deliver on all of the above, fit your advice model and business operations, and work for you, not against you. Operating an advice business is challenging and complex, as you balance the commercial need for efficiency and profitability, the requirements of regulation and risk management, and the delivery of quality service and outcomes for your clients.