Asgard raises the bar
Wayne Wilson
Asgard Wealth Solutions has adopted external platform interface (EPI) standards so financial planners will be able to automatically export customer data directly to their desktops.
Commenting on the improvement of the firm’s eWRAP Elements and Master Trust products, Asgard general manager of distribution Wayne Wilson said financial planning software is an integral part of an adviser’s business process.
“Automating the data feeds saves them time and eliminates the error that can result from manually downloading information into their chosen financial planning software,” he said.
The EPI standards are a common protocol for the transfer of information from platforms to front-end software that eliminates the need for data to be re-keyed between systems, improving efficiency.
AUTHOR
George Liondis
Recommended for you
Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for boutique practices.
With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advisers.
Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition by a third.
Australia’s largest licensee has seen the biggest number of adviser losses over the past week, while the expected wave of new entrants has boosted overall adviser numbers.
