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Woven Advice and Xplan

Comprehensive financial planning and wealth management software for advice practices of any size.
New Integration
 
 

Turn your Xplan into a powerful MI and data analytics tool.

Through our safe, easy to use and powerful integration, we'll aggregate, make sense of your data, and present it back to you in our well crafted dashboards.

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Data Due Diligence
 
 

Buying or selling a firm?

We've got you covered for all acquisition metrics and due diligence.

Give your business valuation a boost, with data quality reports and AUM analysis.

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Your decisions, data-driven

Integrate.

Integrate your Intelliflo office account with Woven Advice to sort, cleanse and structure your firm's data.

Aggregate.

Aggregate all your integrated data in one place to enhance your records and provide better advice.
 

Analyse.

Use your aggregated data to explore insights and recommendations to help you make better business decisions.

Automate your favourite reports.

Or use one of ours.

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Acquisition Due Diligence

Our platform provides on demand due diligence reports for your firm. Use them to proactively fix our data and negotiate better valuations for your business.

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Consumer Duty Reporting

Use our platform to generate automated board reports to help evidence your consumer duty requirements. Work towards best in class with our suggestions and guidance.

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