By Intense Life Desires 
Iress’ Xplan is currently used by 450 financial advice firms in the UK.
Fintech firms Iress and Moneyinfo have teamed up to integrate their technology propositions for financial advisers.
The firms have developed a series of integrations between Iress’ Xplan and Moneyinfo, with the Iress Partnership programme providing enhanced access to Aplan’s APIs.
The fintech’s claim that the collaboration delivers an enhanced integration that “redefines the digital experience” for financial advisers.
The first phase of the integration, launched today, includes integrated digital fact-finding, driving streamlined client onboarding and a richer two-way flow of information and documents.
Full digital fact-finding capabilities, including custom field mapping, will follow later this year.
The firms’ claim that the integration’s benefits include enhanced data accuracy to reduce manual input errors, strengthened reporting and compliance, and improved reliability for decision-making, as well as an improved user experience for both advisers and clients.
Alex Hore, managing director for UK wealth at Iress, said: “This partnership is a direct response to the growing demand for deeper, powerful integrations that deliver real-world benefits and reflects our commitment to giving clients more choice in how they provide high-quality digital experiences.
“We’ve known and respected the Moneyinfo team for many years for their expertise in digital client engagement, and collaborating on such a deep integration has been fantastic. By combining the power of Xplan with Moneyinfo’s market-leading digital interface, we’re enabling firms to deliver faster, more connected, and engaging client journeys – creating bespoke digital experiences that provide a real competitive edge.”
Xplan is currently used by 450 financial advice firms in the UK.
Moneyinfo provides client portals for financial advisers and wealth manager. It supports over 190 firms in the UK.