Iress integrates FE Analytics into Xplan


In what represents a breakthrough for the company’s presence as a key service provider to the Australian financial planning industry, FE fundinfo has had its FE Analytics investment research and data tool integrated into Iress’ Xplan software.
The integration has been confirmed by Iress which described FE Analytics as being an award-winning tool for investment research, portfolio construction and due diligence, allowing advisers to compare and build portfolios as well as monitor performance.
It said the integration with FE Analytics meant that data could be seamlessly shared between Xplan and the FE analytics platform without the need for duplicating data or altering business processes.
Commenting on the move, Iress general manager for sales and account management, Glenn Boyes, said advisers used a multitude of systems to provide advice, and the challenge had always been in ensuring that they work together seamlessly and efficiently.
“Iress has taken the lead in ensuring that this happens, and continues to integrate with leading technology and systems,” he said.”
FE fundinfo managing director, Mika-John Southworth, said: “I’m delighted that Xplan and FE Analytics have been able to integrate and make our customers’ lives a bit easier; putting portfolio modelling and research firmly in their advice process”.
Money Management is owned by FE fundinfo.
Recommended for you
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December.
The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.