List of Iress Xplan Financial Planning Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Xplan Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Iress Xplan Financial Planning for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Iress Xplan Financial Planning for EPM include: National Australia Bank, a Australia based Banking and Financial Services organisation with 39240 employees and revenues of $13.55 billion, CIBC Capital Markets, a Canada based Banking and Financial Services organisation with 1256 employees and revenues of $1.51 billion, Bendigo and Adelaide Bank Group, a Australia based Banking and Financial Services organisation with 4762 employees and revenues of $1.26 billion, HostPlus, a Australia based Banking and Financial Services organisation with 500 employees and revenues of $1.22 billion, Insignia Financial, a Australia based Banking and Financial Services organisation with 4661 employees and revenues of $1.20 billion and many others.
Contact us if you need a completed and verified list of companies using Iress Xplan Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Iress Xplan Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bendigo and Adelaide Bank Group | Banking and Financial Services | 4762 | $1.3B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2015 | n/a |
In 2015, Bendigo and Adelaide Bank Group deployed Iress Xplan Financial Planning under the EPM category to standardize adviser led financial planning workflows. The implementation targeted the bank’s financial planning function and adviser teams, aligning system usage with day to day client servicing and planning support activities.
Iress Xplan Financial Planning was configured to support core planning capabilities including client record management, authoring Financial Needs Analyses, document and report generation, and processing of superannuation, investment and insurance forms. Configuration work emphasized reusable templates for FNAs and advice reports, role based access controls for planners and assistants, and data integrity controls to preserve client and advice records.
Operational use included planner and assistant teams who coordinated client appointments, prepared personalized insurance quotes, and organized client education seminars, with the system operated alongside Linx as part of the planning toolset. The implementation covered on site planner support workflows in Melbourne and extended to back office advice administration functions.
Governance focused on standardizing FNA and reporting workflows, enforcing structured data capture and maintaining data integrity within Iress Xplan Financial Planning. The deployment directly impacted business functions for advice generation, client relationship management and administrative processing without attribution of measured outcomes.
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CIBC Capital Markets | Banking and Financial Services | 1256 | $1.5B | Canada | Iress | Iress Xplan Financial Planning | EPM | 2012 | n/a |
CIBC Capital Markets implemented Iress Xplan Financial Planning in 2012, deploying Iress Xplan Financial Planning as an EPM solution to centralize planning, budgeting, and forecasting across finance and capital markets functions. The implementation positioned the Iress Xplan Financial Planning platform as the primary EPM environment supporting finance, equity markets, and FX planning workflows.
Configuration emphasized core EPM capabilities including integrated planning and forecasting modules, consolidated financial reporting, scenario modeling, and role based access controls to separate finance and front office planning responsibilities. The deployment used structured data models and configurable planning templates to align financial planning with trading P&L and position inputs.
Operational integration connected the EPM environment with the broader trading and vendor ecosystem supported by the technology organization, leveraging existing vendor platforms such as IRESS, WallStreet and Fidessa, and interfacing with in house applications including FX Pricing and Credit Engines, low latency trading engines, Equity Research publishing systems and Smart Order Routers to synchronize front office and finance data flows. Coverage included equity markets, FX trading and shared services technology teams, reflecting cross functional use across capital markets business functions.
Governance and ongoing operations were managed by Shared Services Technology with oversight from global business heads, with technology teams accountable for configuration management, access governance and operational support. Implementation governance aligned planning workflows with finance and trading stakeholder review cycles, and operational handover practices were established to sustain the Iress Xplan Financial Planning EPM environment within the enterprise technology portfolio.
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HostPlus | Banking and Financial Services | 500 | $1.2B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2018 | n/a |
In 2018, HostPlus implemented Iress Xplan Financial Planning as an EPM solution. The deployment targeted the organisation's financial planning and advice functions, embedding Iress Xplan Financial Planning to standardize client recordkeeping, advice workflows and compliance documentation.
Configuration prioritized core financial planning workflows aligned with the EPM category, including client data management, advice generation templates, scenario modelling and management reporting. Implementation work emphasized automation of document production and structured case management to support advisers preparing and delivering compliant, comprehensive financial advice.
Operational coverage centered on HostPlus financial planner teams and advice professionals across Australia, accessed via standard workplace endpoints such as PC and laptop. The Xplan environment was used alongside Microsoft Office for document authoring, SharePoint for document storage, and remote access technologies such as Citrix for offsite access, creating an integrated collaboration and client file continuity layer.
Governance and rollout included adviser training, documented workflows and controls to align with ASIC and FASEA education and compliance expectations cited in role requirements. The program reinforced adviser-level procedures for case handling, internal relationship management and communication to sustain consistent advice standards and knowledge continuity.
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Banking and Financial Services | 4661 | $1.2B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2021 | n/a |
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Banking and Financial Services | 39240 | $13.6B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2016 | n/a |
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Buyer Intent: Companies Evaluating Iress Xplan Financial Planning
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