Access your XPLAN account from your iPhone & iPad.
Interact with your portfolio data, including valuation, recent transactions and mark to market information. View file notes, diary appointments and update your contact information, key details and generate reports.
- Fixed login issue
Ratings and Reviews
Can’t give it a half star
Apart from the App sitting on my phone with a icon on the general screen there is no other working functionality with it.
Few months back it was glitchy to sign in and it was hit and miss now you cannot sign in at all. Useless if you need to access appointments and data remotely.
Keeps saying “check internet connection”. I am connected to the internet, I posted this review for example. Reinstalled app, still same error. Other apps / email etc all working and are connected to the internet.
Can’t even access client data for analysis and utilisation. Needs a lot of work to fix the most simplest errors / bugs!
Up to six family members will be able to use this app with Family Sharing enabled.