ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

Isabel Baxter
clock • 2 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Half of advisers use technology for Consumer Duty compliance

Half of advisers use technology for Consumer Duty compliance

Advisers not aware of digital tools that can help

Sophia Panayi
clock 04 September 2026 • 2 min read
The human advantage: Why better AI raises the value of good advice

The human advantage: Why better AI raises the value of good advice

Raising the standard of understanding

Elly Dowding and Lee Coates
clock 04 September 2026 • 4 min read
Marloo adds Morningstar research and data to AI platform

Marloo adds Morningstar research and data to AI platform

Available to UK adviser users

Sophia Panayi
clock 02 September 2026 • 1 min read