End-to-end wealth management platform with CRM functionality, financial planning tools, portfolio management, client portal, document management, and compliance support.
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
IRESS Xplan includes a CRM module for storing and displaying comprehensive client profiles, including personal, financial, and contact information. Confirmed in product documentation and marketing materials. | |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
IRESS Xplan offers extensive document management, including the ability to store, organize, and retrieve client-related documents and forms, as stated on iress.com and product demos. | |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
Xplan connects to external data providers for wealth and financial data enrichment, supporting integration or automatic population of client profiles. | |
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Custom Fields Ability to add company-specific fields to client profiles. |
Custom fields for client profiles are supported in Xplan, allowing users to configure fields specific to their workflows. | |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
Advanced search and filtering of client data is a standard feature in Xplan, confirmed via product interface screenshots and user guides. | |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
Bulk data import/export is natively supported in Xplan with options like CSV/Excel, facilitating client data migration. | |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
Xplan incorporates automated data validation routines to ensure data quality and consistency, as described in their compliance features. | |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
Comprehensive change history and audit trails for client data are supported in Xplan. | |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
Multi-language support is available, suitable for multinational firms; the platform offers multiple localizations. | |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
Compliance tagging and management, including flagging records for regulatory review, is highlighted by Xplan for compliance modules. | |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
No information available |
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
Activity logging for client interactions (calls, emails, meetings) is built into Xplan's CRM and workflow tools. | |
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Email Integration Ability to link and track email exchanges within client records. |
Email integration is available through Xplan, enabling linking and tracking emails within client records. | |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
Call activity can be logged in Xplan, though automated call recording depends on regional compliance settings. | |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
Xplan provides integrated meeting scheduling tools, including calendar integrations. | |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
Notes and attachments can be added to client interactions in Xplan. | |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
Task assignment and follow-up workflows are supported in Xplan's CRM and workflow engine. | |
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Interaction Timeline Visual timeline display of all past client interactions. |
Interaction timeline views are included for clients, showing all past interactions in a visual or chronological format. | |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
Bulk interaction upload is supported for migrating historical data into Xplan. | |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
Real-time and automated activity alerts can be configured in Xplan. | |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
No information available |
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
Account aggregation across accounts/households is core to Xplan’s client view and reporting. | |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
Xplan dashboards refresh dynamically with live client data. | |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
Supports relationship mapping (clients, households, related parties) in the data model and user interface. | |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
Portfolio overviews with financial details and risk breakdowns are a key Xplan feature. | |
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Service Case Overview Unified access to service tickets and requests related to each client. |
Service case views and ticketing are supported and can be linked to client records. | |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
Custom dashboard widgets are available to tailor dashboards by user or role within Xplan. | |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
Client segmentation, filters, and visual client grouping are present and widely used by Xplan users. | |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
Xplan shows cross-channel activity across email, call, portal, and mobile touchpoints. | |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
Key client KPIs are visible dashboard elements within the system. | |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
No information available |
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
Xplan provides onboarding automation, automating KYC, profile completion, and client onboarding steps via workflow. | |
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Task Automation Automatically generates reminders, assignments, and escalations. |
Task automation (reminders, assignments, escalations) is part of Xplan's workflow automation engine. | |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
Approval routing with configurable multi-step flows exists for documentation and compliance steps. | |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
Drag-and-drop custom workflow builder is available in Xplan. | |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
Automatic service ticket assignment and routing is supported by built-in workflow automation. | |
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Document Generation Automatically generates standardized documents for client requests. |
Document generation automation is a feature Xplan highlights for advice documents and client forms. | |
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SLA Tracking Tracks workflow adherence to service level agreements. |
SLA tracking for workflows is available through business process monitoring. | |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
Workflow audit logs are maintained for all major workflow actions and status changes. | |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
No information available | |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
No information available |
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
Role-based access controls are supported, including granular user and group permissions. | |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
Audit trails for all user activities and data changes are a compliance feature within Xplan. | |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
Data encryption at rest and in transit is provided, adhering to industry standards and regulatory requirements. | |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
Two-factor authentication (2FA/MFA) is supported for platform access. | |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
Regulatory reporting and integration with required regulatory systems is a noted Xplan feature, targeting financial advice and brokerage compliance. | |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
Client consent management and privacy settings are specifically supported for GDPR and regional privacy standards. | |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
Customizable data retention policies can be set by administrators in Xplan. | |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
Third-party access controls included to monitor, authorize and log API/system integrations. | |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
Features for data anonymization/pseudonymization for analytics and testing are included to protect sensitive data. | |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
No information available |
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
A standard report library for activity, contact, pipeline, and compliance reporting comes pre-built in Xplan. | |
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Custom Report Builder User-friendly interface for building bespoke reports. |
Custom report builder with drag-and-drop interface available, widely promoted by IRESS. | |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
Interactive dashboards with drill-down capability are part of analytics offerings. | |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
Automated/scheduled report delivery is available in Xplan. | |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
Reports can be exported in multiple formats including PDF, CSV, XLSX. | |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
Near real-time analytics support for data visualization on portfolios and KPIs. | |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
Users can customize KPIs in dashboard and reports. | |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
API access to analytics is available for integration with other systems. | |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
No information available | |
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Report Generation Time Average time to produce standard analytical reports. |
No information available |
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API Availability Comprehensive API access for data exchange and process integration. |
Comprehensive API access is a promoted Xplan feature for both data exchange and integration. | |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
Marketplace of pre-built integrations available as part of the Xplan ecosystem. | |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
Support for open data standards (RESTful APIs, etc.) as claimed in developer documentation. | |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
Single sign-on (SSO) is supported via SAML and other integrations. | |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
Webhooks can be configured for real-time notifications and third-party triggers. | |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
Xplan allows custom plug-ins and extensions via their developer platform. | |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
Batch data sync and scheduled synchronization with third-party and internal systems is available. | |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
Integration monitoring for API/dataflow health is included. | |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
No information available | |
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Mean Integration Response Time Average response time for key API calls or integrations. |
No information available |
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Mobile Responsiveness Optimized interface for use on mobile devices. |
Xplan interface is mobile responsive and has native mobile app support. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
Xplan advertises accessibility compliance (e.g., WCAG), to serve users with disabilities. | |
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User Personalization Support for tailored views, notifications, and navigation per user. |
Personalized views, notifications, and navigation are supported per user role. | |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
Contextual help, guides, and tutorials are available in-app and via help center. | |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
Multi-window/tab support confirmed by user testimonials and training resources. | |
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Localization Support for multiple languages and regional formats. |
Localization features support multiple languages/region-specific formats. | |
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End-User Training Tools Library of learning resources and onboarding modules. |
Xplan provides resource libraries, webinars, and onboarding modules for end-user training. | |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
No information available | |
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Page Load Speed Average time to load main user interface pages. |
No information available |
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
Secure, encrypted messaging is a feature for communication within Xplan's client portal. | |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
Bulk email campaign tools are available for client communications. | |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
SMS integration is supported (may require additional configuration or third-party routing). | |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
Secure delivery of e-documents to clients via portal/export is a promoted feature. | |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
Campaign analytics such as open rates/clicks are supported for email communications. | |
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Automated Reminders System-generated reminders for pending actions or documents. |
Automated reminders are standard within all workflow tools. | |
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Template Management Central management of approved email and message templates. |
Central template management for communications in email, SMS, etc. is available. | |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
Opt-in/opt-out management for client communications facilitated for compliance purposes. | |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
No information available | |
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Message Delivery Time Average time for messages to be delivered to clients. |
No information available |
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
Automatic generation of service cases from client emails/messages is built in. | |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
Ticket priority/categorization is a standard feature in service and support modules. | |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
Automated/manual assignment of cases based on configurable rules is available. | |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
SLA and escalation rules are configurable for ticket handling. | |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
Guided workflows support case resolution steps for various ticket types. | |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
Internal notes, file sharing, and team collaboration are available within each ticket. | |
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Client Portal Access Clients can view, update, and track their own tickets online. |
Client portal access for viewing and tracking service tickets is included in Xplan. | |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
Case closure feedback collection is supported as part of service workflows. | |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
No information available | |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
No information available |
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System Uptime SLA Contractually guaranteed percentage of system availability. |
No information available | |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
Automated backup and disaster recovery/failover are included in Xplan's hosting services. | |
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24/7 Support Availability Access to technical support around the clock. |
24/7 technical support is offered by IRESS for Xplan. | |
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Response Time Guarantee Average time to respond to critical support requests. |
No information available | |
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User Community Portal Online forum and help center for users to share solutions. |
Xplan has a user community portal and knowledge base online. | |
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Regular Software Updates Commitment to periodic updates and enhancements. |
Regular software updates with release notes are provided to all clients. | |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
Xplan includes performance monitoring utilities for system health and usage visibility. | |
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Incident Notification Immediate alerts to administrators for system issues. |
Incident notification for system issues/administrators is included in the platform. | |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
Xplan is designed for scalability, supporting expansion in users or data with cloud infrastructure. | |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
No information available |
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