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.