ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

Isabel Baxter
clock • 2 min read

ZeroKey’s integration with Iress’ Xplan is now live and available for financial advisers to use.

This latest development means financial advisers can gain greater access to the data they have stored within their Xplan account, plus the ability to use ZeroKey to move client data between Xplan and third-party technology providers. Financial advisers can now use their web-extension to start eliminating the need for manual data entry. As a result, ZeroKey said this will not only save financial advisers time, but also help retain data integrity. Iress managing director of UK wealth Alex Hore said: "The new ZeroKey integration with Xplan forms part of our commitment to continuously imp...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Keeping pace with technology: What next for robo-advice?

Keeping pace with technology: What next for robo-advice?

'Robo-advice as a term probably won't survive'

Dilan Oylum
clock 07 January 2025 • 4 min read
Used well, generative AI can benefit the advice relationship

Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

Ben Lester
clock 06 January 2025 • 4 min read
Consolidate or complement? Five things to consider when evaluating your tech stack

Consolidate or complement? Five things to consider when evaluating your tech stack

Important to consistently evaluate your tools for value and gaps

Allie Carey
clock 19 December 2024 • 4 min read