Xplan iress
In addition, only the Practice, Adviser, and Client records that you authorise can be accessed during TIQK file audits. We use the latest OAuth technology which means that TIQK never sees or stores your Xplan username or password. We’ve made it simple to securely connect your Xplan and TIQK accounts. Just enter your Xplan site address into the new Platform Integrations section in TIQK and click Authorise. We believe that smart technology shouldn’t be hard to use This enables financial services businesses to cost-effectively scale their compliance and risk monitoring program across all written advice. Until now, experts have had to manually cross-check data in Xplan against each SoA file − a time consuming, expensive process that’s nearly impossible to scale.īy integrating TIQK’s sophisticated file auditing with Iress Xplan we’ve made it possible to automate this task. If the final SoA file is inconsistent with the fact find data, there is a risk of non-compliance and potential consequences. The “fact find” is when a Financial Adviser records their client’s income, assets, liabilities, goals, objectives, and more. This forms the basis of the Adviser’s recommendations. With this new integration between Xplan and TIQK, we’ve made it possible to automatically validate that the client’s information in a Statement of Advice (SoA) file matches that recorded in Xplan during the “fact find”. TIQK is the market-leading solution for compliance and risk monitoring of written personal financial advice.Įnhancing SoA file audits with Xplan data is one of the most-requested features by our clients. Iress Xplan is the financial services industry’s leading advice software.
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Today we’re introducing an integration with Iress Xplan that makes it simpler for financial services businesses to scale their compliance and risk monitoring across all written financial advice