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Stock Rover vs Xplan

Stock Rover

8.2#1 in equity research platformsFrom $24 a month
Free planAndroidiOSWebWindows
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Xplan logo

Xplan

7.2#23 in portfolio management software
AndroidiOSWebAPI
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What both publish

FactStock RoverXplan
Founded20081993
HeadquartersBraintree, Massachusetts, United StatesMelbourne, Victoria, Australia
ProductStock Rover is a professional investment research platform that runs directly in a browser and covers stocks, ETFs and funds across major North American exchanges.Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks.
SecurityStock Rover says all network traffic between the browser and its servers uses HTTPS encryption.An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified.
SupportSupport is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options.Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users.

Stock Rover plans

  • FreeFree
  • Premium$348 a year
  • Premium Plus$588 a year
  • Ultimate$948 a year
  • Ultimate Pro$1,788 a year
  • Premium$24 a month

Xplan plans

  • XplanPriced on request

Pick Stock Rover if…

Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.

Pick Xplan if…

Xplan suits financial advice and wealth firms of different sizes, including practices seeking standard tools and firms needing customised modules and hosting. It supports several advice delivery channels, including online and telephone-based advice.

Charts they share