Money Management

Practifi integrates with XPLAN

Following its partnership with TICK in November last year, Practice has 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 through advice.

Practifi integrates with XPLAN 1

Broking, and would provide advice firms with an unmarried purchaser view. The partnership could leverage the recently released IRESS Open API and, in line with Johnstone, might be “absolutely game-converting for advice corporations and licensees of all sizes,” particularly in submit-banking Royal Commission surroundings.

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Isaac Moran
the authorIsaac Moran
I am a former professional trader who turned his focus from technical analysis to personal finance. In that journey, I learned how to manage a portfolio of stocks, bonds, and mutual funds. I started this blog to share my knowledge with others looking to gain control over their money.