Advice software firm partners with XPLAN

Handshake

A client relationship measurement software firm has announced that it is partnering with IRESS and its XPLAN adviser platform.

MyNextAdvice said in a statement that it helps users understand the experience of their clients better and utilise the insights generated to improve their performance and grow their business.

It said its integration will enable XPLAN users to tangibly demonstrate true client focus by ‘closing the loop’ on the entire client experience rather than just relying on the statement of advice.

Further, the integration will give users of XPLAN direct access to the service using the existing functionality within their XPLAN account.

MyNextAdvice chief executive Ray McHale said the integration comes at a critical time for the financial planning industry due to the recent release of the final report of the Hayne royal commission.

“The clear focus on customer best interest, transparency and delivering value for money are all key themes in the report and promise to be transformative for the industry,” Mr McHale said.

“We’re really excited to be able to bring our unique ability to understand client relationships and predict financial performance to all XPLAN users.”

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