Xplan
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Explore more → **Xplan**
What is Xplan?
Xplan is financial planning software developed by Iress. It's used by financial advisors to manage client data, create financial plans, model different investment scenarios, and ensure compliance. It provides tools for customer relationship management (CRM), portfolio management, and reporting.
What other technologies are related to Xplan?
Xplan Competitor Technologies
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Which job functions commonly mention Xplan?
Customer Success
125 Customer Success jobs mention Xplan
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jobs on Sumble
Investment Manager
31 Investment Manager jobs mention Xplan
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jobs on Sumble
Administrator
220 Administrator jobs mention Xplan
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jobs on Sumble
Compensation & Benefits
8 Compensation & Benefits jobs mention Xplan
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jobs on Sumble
Operations
185 Operations jobs mention Xplan
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jobs on Sumble
Which organizations are mentioning Xplan?
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