Xplan links up with Navigator
Financial planning software provider Xplan has enhanced its service offering, teaming up with Navigator to supply client and transaction information from the latter’s platform offering.
The new data feed service will mean that client data updates are regularly sent to Xplan from Navigator.
This will ensure that advisers have the latest and most up-to-date information available for their clients and Navigator portfolios.
The link-up will be available to both single-users of Xplan and multi-level dealer groups.
In an initiative aimed at streamlining financial planning processes, Navigator is also in talks with other solution providers, including Visiweb and Coin Software.
Navigator’s general manager operations Bruce Hawkins said that while Navigator offers its own financial planning and reporting system, n-link, the company wishes to recognise that many adviser clients have other systems in-house.
“Navigator is committed to giving advisers greater flexibility and choice as to how they do business with their preferred supplier,” Hawkins said.
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