ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

Isabel Baxter
clock • 2 min read

ZeroKey’s integration with Iress’ Xplan is now live and available for financial advisers to use.

This latest development means financial advisers can gain greater access to the data they have stored within their Xplan account, plus the ability to use ZeroKey to move client data between Xplan and third-party technology providers. Financial advisers can now use their web-extension to start eliminating the need for manual data entry. As a result, ZeroKey said this will not only save financial advisers time, but also help retain data integrity. Iress managing director of UK wealth Alex Hore said: "The new ZeroKey integration with Xplan forms part of our commitment to continuously imp...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Technology 'imperative' in the great wealth transfer pivot

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

Isabel Baxter
clock 27 January 2025 • 4 min read
What to expect from AI in financial advice in 2025

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

Nick Eatock
clock 16 January 2025 • 4 min read
Majority of IFAs have no plans to use AI in their practices

Majority of IFAs have no plans to use AI in their practices

Advisers divided on the pros and cons of AI

Isabel Baxter
clock 14 January 2025 • 2 min read