For over 20 years Iress have been building software that helps the financial services industry perform at its best.
Xplan is their award-winning financial planning and wealth management software.
Advice firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. With centralised client data and documentation, full workflow management and comprehensive reporting, Xplan makes it easy to reduce administration, maximise business opportunities and deliver high impact financial advice.
Advisers who have CLASS Super accounts can access portfolio dashboards and reports for their SMSF clients in Xplan. These contain a variety of information related to their SMSF client, including fund details, member details, contributions data, member benefit statement, statement of financial position and unrealised capital gains.