OpenMarkets adds XPLAN integration in major expansion of its third-party network
OpenMarkets clients can now enjoy full integration with financial planning software XPLAN, as Australia’s independent technology stockbroker takes another step towards becoming the sector’s most connected broker.
The integration allows advisers trading through OpenMarkets the ability to access client transactions and holding information directly from XPLAN, removing the hassle of keying in the data themselves.
OpenMarkets sees the integration as a natural step in broadening the company’s offering to independent advisers, and is part of its overall drive to expand its third-party network and bring greater efficiency to users.
OpenMarkets CEO Rick Klink said, “The development with XPLAN is a natural evolution for OpenMarkets, as we continue to gain market share in the independent advisory space.”
“It solves one of the most common issues experienced by advisers – the duplications and double-keying of data between platforms. Today we have the technology to remove this redundancy and OpenMarkets will continue to integrate with other leading software providers,” said Klink.
“As Australia’s only truly independent, technology-focused stockbroker, we have the opportunity to integrate our broking services with a range of third-party platforms.”
“Our mission is to become the most connected online broker in the industry, to continue to enhance our service to clients, and help foster innovation in the broader wealth creation industry.”