Xplan Modules

Log on request Form

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Xplan Pricing

Need helping working out how much Xplan will cost for your practice? We have designed the below calculators to help you workout the exact cost!

Licensed Advisers Xplan Calculator

Self-Licensed Advisers Xplan Calculator


Client Focus (CRM)

Client Focus is a comprehensive Fact Find and Client Relationship Module (CRM). Information stored within Client Focus can be integrated to all other modules in Compass for modelling purposes.


Features
  • Unlimited document storage
  • Workflow and diary management
  • Client management reports

Iress Portfolio System (IPS)

The Iress Portfolio System (IPS or Portfolios) offers a complete client centric solution for financial planning and wealth professionals. It allows you to construct, review, analyse and maintain simple or sophisticated investment portfolios for your clients.


Features
  • Client portfolio reporting
  • Automated Datafeeds

Risk Researcher

Risk Researcher is a fully interactive risk insurance quotation system, which allows you to determine client risk needs, assess model and recommend risk solutions.


Features
  • Integrated Needs Analysis
  • Premium Modelling
  • Qualitative Analysis
  • Access to PDS library and News

XTOOLS

A collection of 21 stand alone financial planning calculators and goal seek tools allowing you to model both simple and complex scenarios.


Features
  • Retirement funding
  • Lifestyle goals
  • Super consolidation

XTOOLS+

A strategy based modelling tool allowing you to create and compare multiple scenarios for your clients. It allows for holistic analysis of a client's objectives, cashflow, assets and liabilities.


Features
  • Model for client, partner and related entites

WealthSolver

WealthSolver is a Super, Pension and investment platform comparison tool which allows you to compare switches, consolidations and rollovers.


Features
  • Access to investment research
  • Access to Knowledge Base and News
  • Platform Fees and Features comparison

CommPay

CommPay is a complete revenue management solution which captures and processes revenue data.


Features
  • Integrates with Compass, combining client revenue data with CRM functionality
  • Flexible rules based revenue & remuneration management

Client Portal

Client Portal provides your clients with a login to a personalized portal curated with information about their portfolio, assets and goals.


Features
  • Compass integration allows for real time updates
  • Available through iOS, Android, desktop or tablet devices