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Xplan integrates with FE Analytics


Iress has integrated its investment research and data tool, FE Analytics, with its Xplan software. The latest integration is one of more than 450 available with Iress including data feeds, applications, research platforms and gateways. Through Iress Open, Xplan integrates with leading technology and data providers to give advisers the choice and flexibility around the applications they want to complement Iress software with. This includes both standard integrations that facilitate the transfer of data with third-party applications and custom integrations where Iress works with providers to develop and embed functionality within Iress software.

FE Analytics is a tool for investment research, portfolio construction and due diligence. It allows advisers to compare and build portfolios as well as monitor performance, and it helps advisers deliver better investment advice. The integration with FE Analytics now means that data can be seamlessly shared between Xplan and the FE analytics platform without the need for duplicating data or altering business processes. 

Iress executive general manager – wealth, Mark Loosmore, says: “Advisers use a multitude of systems to provide advice, and the challenge has always been in ensuring that they work together seamlessly and efficiently. Iress has taken the lead in ensuring that this happens, and continues to integrate with both class leading technology and cutting-edge systems.”

FE fundinfo head of adviser sales, Mark Chanda, says: “For advisers, services that offer integration to other tools are becoming increasingly important for their businesses. While the need for timely and accurate data has always been important, as operational pressures increase, advisers and their clients need a variety of solutions that work together rather than separately. At FE fundinfo, it is our ambition to bring transparency and clarity to the investment industry, helping advisers to make sense of the information and tools at their disposal. By integrating with Xplan, we can help to do this by offering Xplan’s advisers and wealth managers seamless access to FE Analytics.”

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