Business Hub

XPLAN and Moneysoft complete formal Data Feed Agreement

Building on Moneysoft’s existing integrations, a formal agreement has been established to provide a more complete, seamless flow of data from Moneysoft into the IRESS Portfolio System (IPS) of XPLAN.

Targeting release in Q4 2019, the enhanced integration will provide Moneysoft subscribers with a unique capability to include additional account data into the key XPLAN IPS module.

The development paves the way for Financial Advisors to build more effective relationships with faster, more insightful trading and market data; better visibility across cash accounts, credit cards, finance and superannuation; and add greater value services. Future development will focus on automatic propagation of additional data from Moneysoft into other relevant XPLAN modules.

The upcoming IRESS-supported integration will be a break-through for the industry in terms of automating of the financial planning process through digital fact find, balance sheet tracking, cash flow, budgeting and goals.

To stay informed with developments on the integration or learn more about Moneysoft email or call 1300 850 878.

For a FREE TRIAL of Moneysoft click here.

Follow us on LinkedIn