Praemium integrates with Xplan
Praemium’s existing paperless application with digital acceptance allows advisers to invite their clients to accept an application form online, speeding up the application and on-boarding process significantly. This process is now further enhanced by removing the need for double entry of client information and reducing the time it takes for advisers to complete an SOA and complete an application form.
The new integration adds to the already extensive list of data feeds Praemium offers to improve business efficiency and help advice firms create a single platform technology solution.
Praemium’s Chief Commercial Officer Mat Walker commented, “Praemium is continually looking for ways to improve our platform usability and to support our clients by improving business efficiency and reducing the administration burden. We are delighted to have partnered with Iress to deliver this functionality to our clients and create a highly efficient end-to-end digital application process.”
Iress’ Product Executive for Wealth, Emily Chen, said, “We’re pleased to be able to offer direct account integration between Xplan and Praemium as part of our ongoing focus on increasing connectivity to create a simpler and easier experience for advisers.”