Topdocs integrates with Xplan
Self-managed super fund document provider Topdocs will integrate its document automation system with financial planning software Xplan, the companies announced.
This will allow planners to "purchase, access, complete and store electronic self-managed super fund, company trust and pension documents in the one system", Topdocs stated.
Documents can also now be pre-populated with client information from Xplan's client management module, reducing data entry and improving compliance, Topdocs stated.
Lonsdale Financial Group has already signed up for the integrated system, with its 300 advisers to commence using it in early 2013, according to Topdocs.
IRESS executive product manager for wealth management, Aaron Knowles, said it made sense to leverage Xplan data directly into the Topdocs documents to save time and unnecessary duplication.
Lonsdale chief executive Mark Stephen said the new offering would result in significant benefits in terms of improved accuracy and less time spent on administration.
The integration is available in Version 2.3 of Xplan and upwards of that, Topdocs stated.
