In addition, advisers can use the new FinCalc Client Portal to onboard clients and to get them to complete their personal and financial information directly before uploading this into Xplan.įinCalc has done similar partnership integrations with CURO by Time4Advice and Intelliflo.įinCalc managing director Jason Wykes said: “We want to ensure that advisers have systems that communicate with each other, not only to save valuable time but to make sure that client information is consistently updated across all systems. Nod has integrated with IRESS XPLAN to make automating advice document creation, template management. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod. Give more financial advice with Nod and IRESS XPLAN.
IRESS XPLAN SOFTWARE
It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any sizefrom the smallest IFA to the largest networks. This two-way link will also sync contributions and the most recentįinCalc reports can also be automatically uploaded into Xplan. Read reviews, compare customer ratings, see screenshots and learn more about IRESS XPLAN. Xplan is a financial planning and wealth management software that is flexible, complete and comprehensive, for advice practices of any sizefrom the smallest IFA to the largest networks. This video look s at Xplan Cases and how you can use it to help make the advice journey for your clients and your employees as simple as possible. Prior to joining Iress, Jason was a National Sales Marketing Manager at Vision FPS and a Paraplanner at William M Mercer. Jason has held a number of senior leadership roles at Iress, including Managing Director of Asia for the past 10 years. Income, assets, pensions, savings and investments, liabilities, and expenses He is one of the original co-founders of Xplan which was acquired by Iress in 2003. This aims to eliminate the need for data rekeying, lowering risk, saving time for advisers, and streamlining the client review process.īetween FinCalc and Xplan, all necessary customer data and financial modelling information can be transferred seamlessly. Integration overview We are pleased to share the news that a new third party integration is now live for Xplan users. The two-way integration allows users to move personal and financial information about their clients between the two systems quickly. Access your XPLAN account from your iPhone & iPad.
IRESS XPLAN DOWNLOAD
Cashflow and defined benefit transfer (DB) software provider FinCalc will integrate its system with Iress Xplan. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod touch.
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