Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning

Iress Xplan Goals

Goal-based financial planning solution integrated within Iress Xplan.

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Overview

Iress Xplan Goals is a software solution designed to support financial advisers in delivering goal-based financial planning. It integrates with the broader Iress Xplan platform, which provides comprehensive financial advice and client management capabilities.

The platform enables advisers to create, track, and manage client financial goals, facilitating personalized advice and planning. It is part of Iress's suite of financial advice software, which also includes client portals and extensive integrations with market data and trading systems.

Iress is a global technology company providing software to the financial services industry, with a focus on delivering integrated solutions for wealth management, trading, and market data.

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