Advice software platform integrates with XPLAN

A business management platform for financial advice has integrated with IRESS’s XPLAN as part of an effort to improve adviser compliance and efficiency.

In a statement, Practifi said its integration will eliminate data duplication with a single, fully integrated client record.

Practifi chief executive Glenn Elliott said the vision to enable advice firms to be compliant by design is made far more possible through this integration.

“The combination of our deep industry solution, blending high levels of configuration with a rich customer success strategy and extensive ecosystem of specialist systems, has been embraced in every market we’ve entered,” Mr Elliott said.

“Our focus on ensuring advice firms and licensees can run all aspects of their businesses from sales pipeline, through client management to business analytics, in one industry-specific application without the need for costly custom development has been found to be truly unique in global markets.”

Practifi chief commercial officer Adrian Johnstone described the integration as “genuinely game changing for advice firms and licensees of all sizes”.

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“This integration ensures advisers can pair Australia’s most used advice tool with a genuine, industry-specific business management platform for the first time,” Mr Johnstone said.

“With our ability to unify data across advice, accounting, broking and more, advice firms finally have the single client view once felt impossible.”

Advice software platform integrates with XPLAN
Adrian Johnstone
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Adrian Flores

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

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