Matthew Mensforth, Iress global head of product, financial advice, said, “We are delighted to deliver an integration between Xplan and LAB. Through this integration, businesses on LAB will also benefit from significantly improved access to their products and services via Xplan. The capability provides convenience for financial advisers and their clients and also facilitates a flow of business to organisations on LAB through an integrated channel. The integration provides financial advisers using Xplan with the ability to seamlessly initiate and pre-populate client applications for new products directly from Xplan into a product manufacturer’s branded LAB environment. Iress’ financial advice software, Xplan, has integrated with LAB’s highly standardised client onboarding platform.
#Xplan mortgage software#
Its software is used by more than 10,000 businesses and 500,000 users globally. It provides software and services for trading & market data, financial advice, investment management, mortgages, superannuation, life & pensions and data intelligence. Iress is a market-leading technology company providing software to the financial services industry. Australia’s most connected account opening platform provider, LAB Group announce that it has delivered a new integration via a partnership with Iress, which will simplify digital client management for users of Iress’ Xplan software.
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