Charter Hall direct fund manager Steven Bennett said advisers can now export their client and transaction information through new automatic data feeds – an enhancement which, he said, is in response to adviser demand.
“We collaborate closely with financial advisers, and their feedback has been that data feeds for XPlan will help improve their business efficiency and enhance the service they provide to their customers,” he said.
“We believe the overall process between advisers, unit registry services and us as the Fund Manager, will be improved.”
He added that advisers on XPlan can contact Charter Hall Direct’s registry, Boardroom Limited, to request their clients be added to the XPlan feed.
“The automation provided through XPlan reduces a number of administration burdens while increasing an adviser’s capacity to focus on providing the best advice possible to their clients.” he said.
