Xplan pricing
Xplan pricing and what it adds up to
Quoted privately, across three packages with your Enterprise modules chosen to fit.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The plans
What Xplan charges
Iress publishes no Xplan price, so you need a private quote. Your bill is shaped by the package, the modules selected on Enterprise and the people who need access.
Essentials
Quoted privately
Iress lists Essentials as one of its three Xplan packages.
Advice Toolkit
Quoted privately
Iress lists Advice Toolkit as one of its three Xplan packages.
Enterprise
Quoted privately
You choose the modules included in the Enterprise package.
How the bill is built
Packages and modules
Iress sells Essentials, Advice Toolkit and Enterprise. Enterprise lets you choose modules, so check which modules appear in your agreement and whether your team uses them.
Access for your team
Advisers, paraplanners and client services all need access to the client file. Ask Iress how your agreement counts users before renewal, as the number of people needing access matters to the bill.
Bundled services
Xplan bundles a client file, workflows, modelling, research and hosting into one agreement. Iress publishes no public price, so check your quote or invoice to see how the package is priced.
Hosting and updates
Iress hosts Xplan and pushes regulatory updates. Templates and reports also sit within the product, including review and valuation templates and standard reports. Check what your agreement includes.
A year of Xplan
Your annual Xplan bill
Iress does not publish an annual Xplan figure, so the total is quoted privately. Ask for a quote based on your package, the modules you select on Enterprise and the people who need access. Xplan bundles the client file, workflows, modelling, research and hosting into one agreement, so use your invoice to see what your practice is paying for.
Underneath the bill
What you are really paying for
The practice front end
Xplan brings the client file, workflows, modelling and research together in one agreement. The client file holds households, entities, contact details and service levels, with other practice activity organised around it.
Access and selected modules
Your advisers, paraplanners and client services team need access to the client file. Enterprise lets you choose modules, so check what your agreement includes and which modules your team uses.
Hosting and upkeep
Iress hosts Xplan and pushes regulatory updates. The product also includes templates and standard reports, such as review and valuation templates.
The owned alternative
An owned alternative to Xplan
Advice Practice is Enterprise DNA's owned alternative to Xplan, built around the same records in a database your business owns and works with in plain language. Enterprise DNA builds your version around how your practice runs, brings your Xplan data across and runs it for you. The managed version is one setup fee followed by a monthly retainer, with no per-seat plans. You can also run the free version yourself.
Advice Practice for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own Xplan replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Xplan. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Xplan data across and run it for you.
Questions
Xplan pricing, answered
Can I find an Xplan price list online? expand_more
Iress publishes no public Xplan price. It sells Essentials, Advice Toolkit and Enterprise, with modules chosen on Enterprise. You need to get a quote from Iress and check it against your agreement or invoice to understand what your practice will pay.
How can I estimate my Xplan cost for a year? expand_more
There is no public annual figure to use for an estimate. Xplan is quoted privately, and your bill depends on the package, any modules selected on Enterprise and how your agreement counts the people who need access. Your invoice is the clearest guide to your annual spend.
Does Xplan charge by user or module? expand_more
Enterprise lets you choose modules, and advisers, paraplanners and client services need access to the client file. Iress does not publish pricing details, so ask how your agreement counts users and which modules are included before comparing quotes.
Stop paying Xplan every month
30 minutes with Sam. Bring your last Xplan bill. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Xplan?
Get your version built