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.
Recommended for you
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.
