List of Iress Xplan Financial Planning Customers
Iress
Level 16, 385 Bourke Street,
Melbourne, 3000, VIC,
Australia
Melbourne, 3000, VIC,
Australia
61 3 9018-5800
Professional Services
1153
$390M
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 41880 employees and revenues of $14.47 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, Insignia Financial, a Australia based Banking and Financial Services organisation with 4661 employees and revenues of $1.20 billion, HostPlus, a Australia based Banking and Financial Services organisation with 500 employees and revenues of $44.0 million 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 | $44M | 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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Insignia Financial | Banking and Financial Services | 4661 | $1.2B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2021 | n/a |
In 2021, Insignia Financial implemented Iress Xplan Financial Planning as part of its EPM environment to strengthen wealth management and advisory planning capabilities. The deployment was positioned to centralize financial planning processes and standardize advisory outputs across the business.
The implementation paired Iress Xplan Financial Planning with an in house client facing skin called Wealth Central, which acted as the advisory user interface while Xplan served as the planning engine. Configuration work concentrated on typical EPM workflows, including plan modelling, scenario planning, consolidated reporting, and advisor facing presentation layers, with Wealth Central exposing client centric views and outputs built on Xplan data and rules.
Operational scope focused on Insignia Financials wealth and advice teams, with a Business Analyst based in Adelaide working from March 2022 to April 2023 on requirement definition, configuration and the mapping between Wealth Central and Iress Xplan Financial Planning. Governance centered on configuration management, advisory workflow alignment, and user acceptance continuity to ensure the client facing Wealth Central interface reflected core financial planning processes.
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National Australia Bank | Banking and Financial Services | 41880 | $14.5B | Australia | Iress | Iress Xplan Financial Planning | EPM | 2016 | n/a |
In 2016, National Australia Bank implemented Iress Xplan Financial Planning. The Iress Xplan Financial Planning deployment was part of an EPM initiative focused on strengthening financial planning validation and test automation across related business lines including superannuation, share trading and ATO reporting projects. Implementation activities were staffed on site in Sydney between January 2016 and April 2018, and covered eASi e-Commerce ATO simplification releases, Super17 validation for Compass Plum and Navigator TTR files, and the nabtrade upgrade and automation effort. The scope emphasized quality assurance and integration testing for financial planning and regulatory reporting workflows.
The project delivered a centralized Automation Testing Framework for XPlan and related platforms, with Selenium and Nightwatch used for nabtrade and Plum automation workflows. Business Validation Testing was automated using BDD patterns to accelerate validation cycles, and test assets including test cases and defects were migrated from HP ALM to Jira to consolidate test and defect management. Service Virtualisation was provisioned using CA Lisa to enable integration testing without persistent dependence on external endpoints.
Operational coverage included QA and engineering teams supporting financial planning, superannuation, and trading platforms, and exercise of ATO reporting interfaces and report and disclosure outputs. The Iress Xplan Financial Planning implementation worked in concert with automation suites and service virtualisation to validate TTR file exchanges and integrated reporting flows. The technical configuration linked automated regression, BVT, and integration test layers to reduce cycle time for cross-functional test orchestration.
Governance and process changes included Scrum Master leadership for the initiative and a transition to Agile test management workflows in Jira. Test Director and Principal Quality Engineer responsibilities oversaw rollout sequencing for automation, BVT, and service virtualisation. The implementation included Automation Testing Frameworks and BVT automation, significantly reducing time for Regression testing from days to hours.
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Buyer Intent: Companies Evaluating Iress Xplan Financial Planning
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FAQ - APPS RUN THE WORLD Iress Xplan Financial Planning Coverage
Iress Xplan Financial Planning is a EPM solution from Iress.
Companies worldwide use Iress Xplan Financial Planning, from small firms to large enterprises across 21+ industries.
Organizations such as National Australia Bank, CIBC Capital Markets, Bendigo and Adelaide Bank Group, Insignia Financial and HostPlus are recorded users of
Iress Xplan Financial Planning for EPM.
Companies using Iress Xplan Financial Planning are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Iress Xplan Financial Planning are most concentrated in Australia and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Iress Xplan Financial Planning across Americas, EMEA, and APAC.
Companies using Iress Xplan Financial Planning range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 60%, and global enterprises with 10,000+ employees - 20%.
Customers of Iress Xplan Financial Planning include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Iress Xplan Financial Planning customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of EPM.