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IRESS's Xplan, founded in 2003, is a financial planning and wealth management platform widely used by advisors to streamline their operations. It offers tools for managing client relationships, financial modeling, compliance, and portfolio management. Xplan integrates client data, automates document workflows, and supports financial advice delivery, helping advisors provide comprehensive services efficiently. The platform is designed to improve productivity, enhance client engagement, and ensure regulatory compliance, making it a go-to solution for financial professionals.
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This creates a file note in Xplan for the client record entered in the prompt, based on the meeting summary from the recording or transcript in the chat session. A side panel will open for you to edit the file note. To proceed with creating the file note, click the green checkmark in the chat window.
This extracts all financial information details in a client record from Xplan into the chat session, allowing you to query the information using prompts in the chat window.
This extracts all file notes information in a client record from Xplan into the chat session, allowing you to query the information using prompts in the chat window. A side panel will open for you to edit the client name. To proceed with retrieving the file notes, click the green checkmark in the chat window.
This updates the client record in Xplan using the information from the chat session. A side panel will open, allowing you to edit the client's details. To complete the process and update the client record, click the green checkmark in the chat window.
This will create a WealhSolver scenario and perform a funds Switch. A side panel will open for you to edit the client's name and switch instruction. To proceed with the Switch operation, click the green checkmark in the chat window.