Charter Hall set to offer Xplan technology

By elaina ·
February 10 2016

Charter Hall set to offer Xplan technology

Financial advisers with clients invested in Charter Hall Group's direct property products will now be able to export information through Xplan.

In a statement, Charter Hall direct fund manager Steven Bennett said advisers can now export their client and transaction information through new automatic data feeds - an enhancement that is in response to adviser demand, he said.

"We collaborate closely with financial advisers, and their feedback has been that data feeds for Xplan will help improve their business efficiency and enhance the service they provide to their customers," he said.

"We believe the overall process between advisers, unit registry services and us as the fund manager will be improved."

He added that advisers on Xplan can contact Charter Hall Direct's registry, Boardroom Limited, to request their clients be added to the Xplan feed.

"The automation provided through Xplan reduces a number of administration burdens while increasing an adviser's capacity to focus on providing the best advice possible to their clients," he said.

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Charter Hall set to offer Xplan technology

Charter Hall set to offer Xplan technology

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