Iress is delighted to announce it has integrated, XPlan, its industry leading practice management system for Financial Advisers with Assureweb, an industry leading quotation and new business portal.
IRESS launched XPLAN in the UK in November 2011 and has generated significant interest in the UK, including securing a major contract with Sesame Bankhall Group, to provide a new generation of software solution that covers a wide range of IFA technology needs from a single system with, where possible, a single user interface. As part of the UK launch, IRESS is embedding the key technology services to which an IFA will need access, including electronic quotations and new business services. Assureweb is the first of a number of such integrations that IRESS will be announcing in the coming weeks.
IRESS has used the Assureweb APe interface to provide electronic quotations to the users of XPLAN enabling XPLAN users to have access to quotation results from the 35 product providers that support Assureweb and is presented in a way that is consistent with the rest of XPLAN.
Mark Loosmore, Business Development Director at IRESS commented, "Having an access to electronic quotes and new business services is a must for many of our users and we were keen to deliver a seamless experience to advisers throughout the advice journey, without unnecessary changes in the user interface. The Assureweb APe enables us to achieve this vision." Mark Loosmore continued "It is our belief that the IRESS front end tool capability and experience, coupled with Assureweb quotation service combines to give one of the most compelling advice systems in the market."
Andrew Simon CEO at Assureweb commented "We are delighted to be working with IRESS to create technology solutions that make life easier for the financial advisers. The initial implementation between the parties has been done in aggressive timescales and proved that IRESS technical expertise coupled with latest easy to use Assureweb web technologies offers some of the fastest implementation experiences in financial services."
Andrew added "As we approach the post RDR world, helping advisers build efficient at and profitable businesses remains at the forefront of our thinking. Deeply integrating our quote and application services into the XPLAN solution as they enter the UK was a straight-forward decision to make. We are excited about the opportunity to work with IRESS and look forward to developing our relationship further."