news & pr from moneyinfo

IRESS announces integration between XPLAN and moneyinfo

Share this resource
company

Beautiful client portals for wealth management

View Solution Provider Profile
moneyinfo quick links

solution

moneyinfo wealth

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,...

view solution
by moneyinfo
| 19/09/2018 18:00:00

We're pleased to announce a new two-way integration between IRESS's market leading financial advice software XPLAN and moneyinfo.

moneyinfo is already used by a number of IRESS clients ... our software delivers secure access to a client's entire financial life in one place.

The integration means there will be a single version of truth between moneyinfo and XPLAN with data keyed into one system being available in the other, reducing errors and increasing ease of use.

The integration with moneyinfo is a further example of IRESS offering quality integrations with third-party software to make it easier for XPLAN users to deliver a differentiated service. Recent XPLAN integrations include video conferencing software and banking account verification.

Mark Loosmore, IRESS executive general manager (wealth), said: “Making the right functionality available to our users, whether that’s directly through our products or through quality integrations, is critical. We’re delighted to be able to offer our clients a comprehensive integration with another leading provider of financial software of moneyinfo’s calibre. This is the first two-way integration between moneyinfo and a software provider such as ourselves.

“We continue to expand our integration partnerships and we will be adding further integrations in the coming weeks and months.”

Tessa Lee, managing director of moneyinfo, said: “We are pleased to announce our selection as an integration partner with IRESS’ XPLAN. We have a number of IRESS accounts already live on moneyinfo with our existing integration with its Adviser Office software solution. Extending this integration to include XPLAN users is very important for us.

“This partnership is particularly exciting as it will include two-way integration allowing moneyinfo to get up to date investment and plan valuations from, and deliver messages and documents back into, XPLAN to ensure adviser firms can see a full audit trail of all correspondence.”

About moneyinfo limited
At moneyinfo we work with adviser firms in wealth management and workplace to develop a complete digital client relationship. We provide clients secure access to their entire financial life including their investments, pensions, savings, property, insurances, banking, credit cards and mortgages with full control over the privacy of their personal data.

To find out more book a 1-2-1 meeting, or call us on 03303 600 300. We’d love to hear from you.