IRESS XPLAN

Access your XPLAN account from your tablet with a new touch-friendly interface. Interact with your portfolio data, including valuation, recent transactions and mark to market information. View file notes, update your contact information, key details and generate reports.
In order to use this app, Advisers require a minimum version of XPLAN 2.13 and Client Access users require a minimum version of XPLAN 2.12.