Home Media Wealth news Financial planners key beneficiaries of systems' integration

Financial planners key beneficiaries of systems' integration

Monday, December 10, 2012

The decision by Topdocs, one of Australia’s leading SMSF, company and trust document providers, to integrate its document automation system with the XPLAN wealth management software, will dramatically simplify the document ordering process and enhance document accuracy.

Developed by IRESS, XPLAN is Australia's leading financial planning software for wealth management professionals.

Key benefits of the systems' integration mean that financial planners will be able to purchase, access, complete and store electronic self-managed super fund, company trust and pension documents in the one system. Documents can be pre-populated with client information stored in XPLAN’s client management module, eliminating cumbersome data entry and enhancing compliance requirements.

The Lonsdale Financial Group will be the first dealer group in Australia to roll out the integrated Topdocs/XPLAN system to its network of over 300 advisers across Australia early in the New Year.

According to Topdocs’ managing director, Jake Spakman, the decision to integrate its document automation system with XPLAN was driven by the desire to help financial planners cut the administrative burden of ordering and completing documents.

“We’re always looking for new ways to improve the user experience. By integrating our system with XPLAN, financial planners can now order their documents from within XPLAN, saving up to 20 minutes each time by not having to rekey client data.”

IRESS Executive Product Manager for Wealth Management, Aaron Knowles, says the Topdocs/XPLAN integration is another way in which IRESS can help financial planners improve business efficiency.

“Our customers rely heavily on the accuracy of client data for reporting, data-mining, advice creation and practice management, so it makes sense that we leverage that data directly into the Topdocs’ documents, saving time and avoiding unnecessary duplication of effort.”

Progressive dealer group, Lonsdale Financial Group has been quick to recognize the value of the integrated system. Lonsdale CEO, Mark Stephen says, “We’re continuously searching for smart initiatives that benefit both our associates and their clients. The Topdocs/XPLAN systems’ integration is undoubtedly one of those and will result in significant benefits in terms of improved accuracy and less time spent on administration.”

The integration is available in Version 2.3 of XPLAN and above. 

About Topdocs

Topdocs is one of Australia’s leading providers of quality SMSF, company and trust documents to accountants, financial advisers, lawyers, SMSF administrators and the general public. We provide a fully automated online document delivery service which also includes technical advice, training, legal review and the opportunity for white-labelling or co-branding.

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