ZeroKey’s integration with Iress’ Xplan is now live and available for financial advisers to use.
This latest development means financial advisers can gain greater access to the data they have stored within their Xplan account, plus the ability to use ZeroKey to move client data between Xplan and third-party technology providers. Financial advisers can now use their web-extension to start eliminating the need for manual data entry. As a result, ZeroKey said this will not only save financial advisers time, but also help retain data integrity. Iress managing director of UK wealth Alex Hore said: "The new ZeroKey integration with Xplan forms part of our commitment to continuously imp...
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