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.
