New data feeds will save advisers time: ANZ

ANZ Wealth is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software.

The new data feeds will pre-populate OneCare's Illustrator software with quote information taken directly from XPLAN, eliminating the need for advisers to re-enter client and quote details.

ANZ Wealth also confirmed it will introduce data feeds of OneCare client and policy information to XPLAN later this year.

ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.

"This next step will mean advisers can easily transfer details of existing OneCare clients and policy information into XPLAN, removing another manual step from the process and provide advisers with increased back office efficiencies," Kerr said.

"That is time they can spend on more important matters for their clients."

IRESS managing director of wealth management in Australia, Tizzy Vigilante, welcomed the changes as part of a focus on making advice delivery more efficient and enhancing the user experience.

"We're committed to expanding our XPLAN platform including integration opportunities, and we're proud to partner with leading insurers like OnePath to deliver new efficiencies to financial advisers." Vigilante said.

Read more: OneCareANZ WealthIRESS XPLANAustraliaGerard KerrIllustratorOnePathTizzy Vigilante
Editor's Choice
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year.
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes.
An overwhelming number of retail investors are turning to financial advice rather than single-handedly making investment decisions on their own.
Trustee Partners made its first overseas investment, acquiring a New Zealand fiduciary services firm with an offer too strong to ignore.
Brought to you by
10 MAY 2017
Millennials are in an interesting situation: they are going to rule the world but they can't necessarily own it. Welcome to the housing affordability crisis: many young investors don't have a fighting ...
Get it Daily
Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.
Pocket investment guides featuring adviser case studies and a glossary.
Investing trends and strategies from the industry’s thought leaders.
Putting the spotlight on investment products that matter.
Expert Feed
Michelle Baltazar
A case for digital activism
The time is ripe for financial advisers to embrace their role as digital activists - fiduciaries who are early adopters of finance ...
Emma Rapaport
Smashed on university fees, smashed on retirement
Since Scott Morrison's pre-budget announcement that debt would be reclassified as 'good' or 'bad', the government spending spree has ...
Christopher Page
The next generation
On March 20, David Rockefeller - former Chase Manhattan chair and last of Standard Oil founder John D. Rockefeller's grandchildren ...
Michelle Baltazar
Hitting the mark
Ten years from now, every financial adviser in the country will be offering their client a managed account solution. It may happen ...
Featured Profile
Professional Subscription for $295
(inc GST) for 1 year.
FS Advice
The Australian Journal of Financial Planning.
Get the free iPad app
Download the Financial Standard iPad app for FREE.
Link to something SqyrOBHe