Practifi integrates with Iress Xplan changing the game for Australian advisers
By integrating Practifi with Xplan, advisers will finally have a business management solution that proactively improves compliance and increases efficiency by eliminating data duplication with a single, fully integrated client record.
Leveraging the recently released Iress Open API, Practifi Chief Commercial Officer, Adrian Johnstone described the integration as ‘genuinely game changing for advice firms and licensees of all sizes.’
In a post Hayne Royal Commission environment, Practifi provides advisers and licensees the ability to proactively monitor compliance, tracking every interaction with full audit history. Practifi CEO, Glenn Elliott commented, ‘our vision to enable advice firms to be compliant by design is made far more possible through this integration.’
Elliott goes on to say, ‘our focus on ensuring advice firms and licensees can run all aspects of their businesses from sales pipeline, through client management to business analytics, in one industry specific application without the need for costly custom development has been found to be truly unique in global markets.’
Interested in learning more?
Our integration with XPLAN forms part of our latest product release Sangiovese, our 15th major update since inception.
Get in touch with your Customer Success Manager, download the tearaway sheet below orto learn more.
Download the Practifi + Xplan overview tearaway here.