AUI launches data feed to IRESS
Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate information from their clients’ AUI portfolios.
The enhancement is part of an ongoing review of the company’s adviser services, giving advisers access to additional information such as personal details, account balances and account transactions.
AUI chief operating officer Leonie Pratt said the data feed was developed with AUI’s unit registry developer OneVue following feedback from advisers about the convenience and efficiency of data feed technology.
“With a comprehensive website now in place we have been able to focus our attention on delivering this data feed to meet adviser demand,” Ms Pratt said.
AUI’s ongoing review of adviser services includes the relaunch of its secure adviser and investor sections on the company’s website to offer a number of new online transaction options.
Recommended for you
Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candidates seeking their next role.
DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operational capabilities.
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years.
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,
