We are pleased to share the news that a new third party integration is being worked on by the Planlogic Team.
This will be a standard integration which means that it is being built by the third party to connect to your Xplan site via the standard integration template. Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
Planlogic is an end-to end, technology enabled advice provider. To this end, we have developed the "Digital Request", an online tool to facilitate the submission of SoAs and RoAs.
This integration is an efficient and compliant way to collect and display relevant client data to advisers, providing a complete view of their client's position while submitting such requests. This includes (but is not limited to):
- financial goals and objectives - income, expenditure and insurance details - scope of advice
For further assistance
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.
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