Financial software companies Iress and Moneyinfo have partnered to provide the financial advice industry with a “first of its kind” integration link-up.
Through the partnership, Iress and Moneyinfo aim to connect the full advice journey - including prospecting in Xplan to onboarding through Moneyinfo, know your client, document approvals, and compliant audit trails. Advisers should be able to see their Xplan data through the Moneyinfo app, giving them instant access to client information on their smartphones. Earlier this year Iress launched the Iress Partnership, an initiative aiming to enhance its UK wealth business through "tightly aligned, high impact" integrations with select third-party technology providers. Speaking to Profe...
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