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7 Alternatives to Xplan for Financial Planning

By Gregor K. published about 2023-01-13 16:40:38

Are you looking for similar websites like Xplan? Xplan is a popular platform for creating financial plans and provides a range of features to help you keep track of your finances. However, if you're looking for alternative solutions, there are plenty of alternatives out there. In this article, we'll be looking at some of the top alternatives to Xplan and their features. From automated budgeting tools to interactive planning tools, these websites have it all. So, let's get started and explore the list of similar websites like Xplan.

Xplan

277
https://www.xplan.com.au/
Financial Planning Investment Strategies Tax Planning Retirement Planning Wealth Management Budgeting Risk Management

Xplan is a leading financial planning platform that enables financial advisors to easily create sophisticated financial plans for their clients. With Xplan, advisors can access the latest financial planning technology, use integrated data sources, and deliver better advice to their clients.

Features

  • Comprehensive financial planning tools, including risk profiling, portfolio analysis and tax optimization
  • Multi-currency support
  • Cloud-based portfolio and client management
  • Automated portfolio rebalancing
  • Integrated analytics and reporting

Table of Contents

Xplan Alternatives

Lucidchart

Lucidchart is the web's leading diagramming and visualization application. With Lucidchart, you can quickly create professional diagrams to communicate any idea.

Both Xplan and Lucidchart offer diagramming, flowcharting, and visualization tools.

Lucidchart does not offer financial planning solutions.

Is Lucidchart a good alternative?
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Draw.io

Graphic Design Visualization Collaboration
Draw.io is a free online diagram software that allows users to create diagrams and flowcharts quickly and easily. It offers a range of features including drag-and-drop functionality, pre-defined shapes, and a variety of templates that can be customized to suit individual needs.

Both Xplan and Draw.io offer diagramming and flowcharting tools.

Draw.io does not offer financial planning solutions.

Is Draw.io a good alternative?
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SmartDraw

Visual Communication Productivity Business Solutions Collaboration Tools
SmartDraw is an easy-to-use diagramming program that enables users to create professional-looking diagrams quickly and easily. The program includes thousands of templates and examples to make it easier to get started. SmartDraw also includes a built-in library of shapes and symbols to help users create beautiful diagrams in no time.

Both Xplan and SmartDraw offer diagramming and flowcharting tools.

SmartDraw does not offer financial planning solutions.

Is SmartDraw a good alternative?
|

MindMeister

Task Management Organization
MindMeister is an online mind mapping and brainstorming software that enables users to visually capture and organize their thoughts. It allows users to collaborate with others in real-time, share ideas, and create powerful visual maps.

Both Xplan and MindMeister offer brainstorming, mapping, and diagramming tools.

MindMeister does not offer financial planning solutions.

Is MindMeister a good alternative?
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Gliffy

Visualization Infographics Collaboration Graphic Design
Gliffy is an online diagramming and flowchart software that helps you create professional visuals for your projects and presentations in a few simple steps. It’s easy to use and supports a wide range of diagrams and graphics, including flowcharts, floor plans, UML diagrams, mind maps, org charts, fishbone diagrams, and more.

Both Xplan and Gliffy offer diagramming and flowcharting tools.

Gliffy does not offer financial planning solutions.

Is Gliffy a good alternative?
|

Creately

Visualization Productivity Collaboration Design
Creately is a powerful online diagramming software that helps teams work together more effectively by creating visual collaboration. With Creately, users can create flowcharts, diagrams, mind maps, organization charts, and wireframes quickly and easily.

Both Xplan and Creately offer diagramming and flowcharting tools.

Creately does not offer financial planning solutions.

Is Creately a good alternative?
|

Cacoo

Collaboration Visualization
Cacoo is a cloud-based diagramming software designed for teams to collaborate in real time. It allows you to quickly create flowcharts, network diagrams, org charts, wireframes, and more.

Both Xplan and Cacoo offer diagramming, flowcharting, and collaboration tools.

Cacoo does not offer financial planning solutions.

Is Cacoo a good alternative?
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History of Xplan

Xplan is a website that started in the early 2000s, providing online financial planning services to its customers. It allowed users to access their financial information securely and easily, while offering advice and guidance on various financial topics. Over time, Xplan has grown to become a leading online financial planning platform, offering a wide range of services to its customers.

Xplan Status

The Xplan website on online and reachable (last checked on ).

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Comments

  • Alfreda Adkins

    Who knew there were this many Xplan alternatives?

    2023-11-22 02:44:22 ·
  • Ashley S.

    Wow, so many Xplan options, so little time!

    2023-12-24 11:25:31 ·
  • John S

    It looks like Xplan isn't the only one in town anymore!

    2024-01-01 12:50:29 ·
  • John

    The Xplan game just got a whole lot more complicated!

    2024-01-23 01:35:45 ·
  • Alexandra

    Talk about an Xplan overload!

    2024-03-11 16:53:35 ·
  • Linda

    Yikes, I didn't realize that Xplan had so many doppelgangers!

    2024-03-31 13:27:16 ·
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