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Advice tools

We offer a range of financial planning software solutions to answer all your planning needs.

Central to this offering, the XPLAN advice tools let you scale advice processes to your business and client needs, and facilitate effortless statement of advice (SOA) production.

 

Produce compliant and tailored statements.

Analyse a client’s current position, or compare multiple financial planning scenarios, projected for up to 50 years. Produce the Statement of Advice (SOA) from client income, taxation and projected assets value using this powerful strategy-based modelling tool. Present your SOA data in chart and table format, or include other images in your SOA using XPLAN Client Focus.

Calculators

XPLAN contains a suite of simple, logical and easy-to-use financial planning calculators, which offer significant value-add to clients.

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Projection and strategy

Discover and analyse client needs with XPLAN's XTOOLS+, a tool tailored for the analysis and modelling of financial planning strategies.

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Risk insurance

Make considered and appropriate risk decisions for clients with XPLAN Risk Researcher.

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Super and pension

Give sound rollover advice with XPLAN SuperSolver.

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Mortgage qualification

Mortgage qualification and research tools for loans and risk management.

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Electronic applications

Produce client-centric forms that interact with product providers using XPLAN eApplications technology.

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Integrated solutions

As a gateway for automated data entry and workflow, XPLAN Connect supports incorporating wide-scale XPLAN data capture and client engagement tools into your website.

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Latest news

Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Friday, August 09, 2013
IRESS Half Year Results 2013
Tuesday, August 06, 2013
IRESS Acquires Avelo Financial...
Wednesday, July 10, 2013
Professional Investment Servic...
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IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS