# xplan Reviews
**Vendor:** ADNX Software  
**Category:** [iOS Developers ](https://www.g2.com/categories/ios-developers)  
**Average Rating:** 1.8/5.0  
**Total Reviews:** 2
## About xplan
xPlan works with you and can be easily adapted to any kind of project, big or small. In just seconds, you can create a clear and concise action plan containing one or multiple processes.




## xplan Reviews
  ### 1. Excellent CRM software for financial planning

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2019

**What do you like best about xplan?**

Integrated solution to manage a financial planning clients with regards to compliance, producing advice documents and maintaining client information.

**What do you dislike about xplan?**

Some of the tool can be slow and can be updated to work more efficiently.

**What problems is xplan solving and how is that benefiting you?**

It is our only method of producing advice documents. Streamlines a lot of work through templates and data filling.

  ### 2. The software has been designed without any input from professionals its just a database of records

**Rating:** 0.0/5.0 stars

**Reviewed by:** Martin B. | Partner, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2017

**What do you like best about xplan?**

Nothing it's clunky, rubbish software that deserves to be replaced and displaced by a competitor.

**What do you dislike about xplan?**

Everything, design, use its crap, too many fields to complete which have no bearing on the output. you cant easily identify which fields will appear on a report. the editor for campaigns is archaic 

**Recommendations to others considering xplan:**

look elsewhere

**What problems is xplan solving and how is that benefiting you?**

The only reason i use xplan is due to compliance, no other reason i get no benefits from this peice of crap



- [View xplan pricing details and edition comparison](https://www.g2.com/products/xplan/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+10%3A48%3A40+-0500&secure%5Bsession_id%5D=07e76dfc-aaba-427c-886f-80ffda21d275&secure%5Btoken%5D=0c7c7fed8d6360ec21ade8f24d2e2966ae1428566babc1d682fa9b1d75510596&format=llm_user)

## xplan Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

## Top xplan Alternatives
  - [Capital Numbers](https://www.g2.com/products/capital-numbers/reviews) - 4.8/5.0 (82 reviews)
  - [Net Solutions](https://www.g2.com/products/net-solutions/reviews) - 4.9/5.0 (24 reviews)
  - [Cognizant](https://www.g2.com/products/cognizant/reviews) - 4.1/5.0 (46 reviews)