Advice fintech firm partners with XPLAN

In a statement, advice software company myprosperity said the integration with XPLAN would help advisers provide heightened client transparency so that both adviser and client can have a complete, up-to-date view of their financial position.

Through the integration, it said advisers will be able to synchronise client lists, balance sheets and portfolio investment holdings.

As a result, data can flow between the two platforms, cutting administration time and facilitating a better experience for clients.

“One of the most requested integrations we’ve had is XPLAN and we’re incredibly excited to be delivering on that,” said myprosperity chief executive Stephen Jackel.

“The future of financial services is seamless, with data flowing openly between platforms, and this is a big step in that direction.”

Myprosperity recently won two awards at the Fintech Business Awards, run by ifa sister publication Fintech Business, including Financial Advice Innovator of the Year and Software Services Innovator of the Year (less than 50 employees).

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].