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FinCalc integrates with Iress Xplan

We are pleased to announce our integration with leading financial planning and wealth management software solution Iress Xplan.

The two-way integration allows users to move personal and financial information about their clients between the two systems quickly and easily.

This eliminates the need for data rekeying, lowering risk, saving time for advisers, and streamlining the client review process.

Between FinCalc and Xplan, all necessary customer data and financial modelling information can be transferred seamlessly. Income, assets, pensions, savings and investments, liabilities, and expenses will all be pulled through with ease. This two-way link will also sync contributions and the most recent valuations. FinCalc reports can also be automatically uploaded into Xplan.

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.

Jason Wykes, Managing Director at FinCalc 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. This integration with Xplan is another step forward in our aim to empower Advisers with the best financial tools to service their clients more effectively.

 Andrew Foster, Commercial Director, Iress said:

Iress is committed to helping our customers perform better and making systems more efficient is one of the most effective ways to do that. This integration helps advisers focus on providing their clients the best advice, without worrying about re-keying errors or spending too long simply inputting data.

To find out more about the FinCalc integration with Iress Xplanplease visit   

https://www.fincalc.co.uk/2-way-integration-with-iress-xplan-now-available/ 

FinCalc - In the Press

This has been referenced in Financial Planning Today and Money Marketing.

 

About the author

Gavin Shears

Gavin Shears

Senior Product Consultant

Gavin has been working in the Financial Services industry for over 20 years. Gavin joined O&M in 2005 as a paraplanner and transfers technician. After achieving Pension Transfer Specialist status, he moved to the IFA team in 2008. Gavin now works as a key component in the FinCalc arena using his knowledge of Financial Services and the advice process to help with the continuous development of the FinCalc suite of advice tools.