ShareInvest interfaces with VisiPlan
Adviser demand has led Direct Portfolio Services (DPS), operator and responsible entity for separately managed account ShareInvest, to interface with IWL’s VisiPlan.
The integration between the two systems provides simplicity and efficiency to advisers through a single source of information for reporting purposes.
DPS investment system manager David Henderson said this would open up the product to a larger group of advisers by making it easier for advisers to access and use it.
Lonsdale Financial Group acted as a catalyst for the integration following its decision to select ShareInvest as its preferred separately managed account product.
Lonsdale advisers indicated they wanted a preferred platform to link seamlessly with their desktop to provide real-time reporting.
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