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.
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,” particularly in a submit-Banking Royal Commission surroundings.
Aberdeen acquires Orion Partners Cardena appoints new MD The finch’s leader exec, Glenn Elliott, stated the era had been embraced in each worldwide market it 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.