We make it happen.

We work with forward-thinking businesses across the financial services industry from the smallest independents to the largest multi-national players. In fact, 94% of the UK's Top 100 financial advisers use our software.

Whether it's reducing costs, improving efficiency, or enabling you to provide better service, our innovative software solutions deliver truly transformational results and help you keep your promises to your clients.

We know that adopting a new system or process can be daunting which is why we'll work in close strategic partnership with you, taking the time to fully understand your business and your requirements. If we can find a better, easier or faster way of doing something, we’ll find it and we’re never satisfied until you are.

But don't just take our word for it. Hear what some of our clients have to say in our case studies below and take a look at the overwhelming amount of positive feedback and customer reviews we've received on our We Make It Happen page. 

some of our clients

Financial Planning

Russell Ulyatt

The move to XPLAN for Russell Ulyatt was prompted by several reasons. They wanted an enhanced, more modern relationship with their clients where they were kept engaged and could interact securely. They also needed a technology solution with enhanced functionality to act as the backbone of their business.


Atom bank

Together, IRESS and Atom are transforming the mortgage experience as we know it, with mortgages, now taking less than an hour to get to offer - something that would have been almost unimaginable a year ago.

Financial Planning

Lifetime Wealth Planning

Lifetime Wealth were tired of the issues they were experiencing with their existing back office software, they wanted a more cutting-edge, cloud based solution to better fit and support their growing business. They turned to us and chose our wealth management software solution, XPLAN.

Mortgage & Protection

London & Country

L&C needed a reliable solution that would benefit their customers through improved adviser efficiency and smooth customer experience. They chose the IRESS Protection Package service from The Exchange.

Financial Planning

Ovation Finance

Ovation have been using XPLAN for over two years and are seeing visible benefits including valuable time savings and greater efficiency. And they're not the only ones who've noticed the difference, find out what's making their clients say 'wow!'.



We brought all of Nationwide's mortgage channels under one common platform, cutting costs by up to 40%, increasing customer satisfaction and helping to secure their place as a leading UK lender.

Financial Planning

Rainford Financial Services

Rainford Financial Services took the leap from Adviser Office to XPLAN. Find out why they say it's one of the best decisions they've made and why they're encouraging other firms to do the same.

Financial Planning

Portus Consulting

Portus Consulting transferred to XPLAN from Adviser Office after reviewing the other software solutions on the market and finding it the best fit for their business.

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