Iress has partnered with client portal specialist Moneyinfo to deliver a deeper integration with its Xplan platform.
The collaboration aims to reduce admin, improve data accuracy and enhance the digital experience for advisers and clients.
The integration enables a two-way flow of data between Xplan and Moneyinfo, creating a seamless onboarding process with digital fact-finding and document sharing.
Full digital fact-find capabilities, including custom field mapping, are due later this year.
The collaboration marks the second entrant to Iress’s exclusive Partnership Programme, which aligns roadmaps with select fintech providers to develop advanced, strategically linked solutions.
Iress UK Wealth managing director Alex Hore said the partnership is a direct response to “growing demand for deeper, powerful integrations that deliver real-world benefits”.
He added: “By combining the power of Xplan with Moneyinfo’s market-leading digital interface, we’re enabling firms to deliver faster, more connected and engaging client journeys, creating bespoke digital experiences that provide a real competitive edge.”
Moneyinfo managing director Tessa Lee said the partnership tackles key friction points in the advice process and strengthens connectivity across adviser systems.
“Partnering with a firm trusted by so many advice businesses means the benefits of this enhanced integration will be felt widely,” she said.
“It’s a great example of how deep integration can deliver real-life efficiency gains.”
