The latest integration is one of more than 450 available with Iress including data feeds, applications, research platforms and gateways. Through Iress Open, Xplan integrates with leading technology and data providers to give advisers the choice and flexibility around the applications they want to complement Iress software with. This includes both standard integrations that facilitate the transfer of data with third-party applications and custom integrations where Iress works with providers to develop and embed functionality within Iress software.
FE Analytics is an award-winning tool for investment research, portfolio construction and due diligence. It allows advisers to compare and build portfolios as well as monitor performance, and it helps advisers deliver better investment advice. The integration with FE Analytics now means that data can be seamlessly shared between Xplan and the FE Analytics platform without the need for duplicating data or altering business processes.
Iress general manager for sales and account management, Glenn Boyes, said: “Advisers may use multiple systems to provide advice, and the challenge has always been in ensuring that they work together seamlessly and efficiently. Iress has taken the lead in ensuring this happens, and continues to integrate with leading technology and systems.”
FE fundinfo managing director, Mika-John Southworth, said: “I’m delighted that Xplan and FE Analytics have been able to integrate and make our customers lives a bit easier; putting portfolio modelling and research firmly in their advice process.”