XPLAN

Wealth Management Software

For more than 20 years IRESS has been the principal technology partner to wealth management and financial market businesses and professionals.

IRESS XPLAN is the pre-eminent and most comprehensive suite of integrated wealth management software in Australia. XPLAN helps reduce administrative overheads, maximise business opportunities and enables our clients to deliver complete and compliant financial advice and solutions to their clients.

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.

Visit website