Practifi integrates with XPLAN
Following its partnership with TICK in November last year, Practice has now announced its integration with Iress’ XPLAN era to help ease advisers’ compliance burdens and increase efficiency.
The answer, Practice’s chief business officer, Adrian Johnstone stated, might unify records throughout advice, accounting and broking, and would provide advice firms with an unmarried purchaser view.
The partnership could leverage the lately released IRESS Open API, and, in line with Johnstone, might be “absolutely game-converting for advice corporations and licensees of all sizes,” in particular in a submit-Banking Royal Commission surroundings.
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The finch’s leader exec, Glenn Elliott, stated the era had been embraced in each worldwide market its entered.
“Our consciousness on ensuring advice firms and licensees can run all aspects in their businesses, from the sales pipeline, through consumer management, to commercial enterprise analytics, in a single industry-specific software without the want for expensive custom development, has been discovered to be without a doubt particular in global markets,” Elliott stated.