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IRESS at a glance

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  • 1340
    Global Employees
  • 14
    Global Offices
  • 20+
    Years Experience

Services and support

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XPLAN - integrated Wealth Management Solutions

XPLAN is a comprehensive range of integrated wealth management software tools tailored to the UK marketplace

XPLAN reduces administrative overheads, helps you to know your clients, and maximises business opportunities to deliver complete and compliant financial solutions. XPLAN is a scalable financial planning software platform that scales to support any business model.