Practifi integrates with XPLAN

Following its partnership with TIQK in November last year, Practifi has now announced its integration with Iress’ XPLAN technology to help ease advisers’ compliance burdens and increase efficiency.

The solution, Practifi’s chief commercial officer, Adrian Johnstone said, would unify data across advice, accounting and broking, and would provide advice firms with a single client view.

The partnership would leverage the recently released IRESS Open API, and, according to Johnstone, would be “genuinely game-changing for advice firms and licensees of all sizes”, especially in a post-Banking Royal Commission environment. 

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The fintech’s chief exec, Glenn Elliott, said the technology had been embraced in every global market its entered.

“Our focus on ensuring advice firms and licensees can run all aspects of their businesses, from the sales pipeline, through client management, to business analytics, in one industry specific application without the need for costly custom development, has been found to be truly unique in global markets,” Elliott said.




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