Financial Planning
Practifi integrates with XPLAN

The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API.

The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated client record.

Practifi's subscribers will be able to use the integration with its upcoming 15th upgrade, Sangiovese.

Practifi chief commercial officer Adrian Johnstone said: "This integration ensures advisers can pair Australia's most used advice tool, with a genuinely industry-specific business management platform, for the first time."

"With our ability to unify data across advice, accounting, broking, and more, advice firms finally have the single client view once felt impossible."

Practifi chief executive Glenn Elliott said the integration is in line with the company's vision to enable advice firms to be compliant by design.

"The combination of our deep industry solution, blending high-levels of configuration with a rich customer success strategy and extensive ecosystem of specialist systems, has been embraced in every market we've entered," Elliott said.

"Our focus on ensuring advice firms and licensees can run all aspects of their businesses, from the sales pipeline, through client management, to business analytics, in one industry specific application without the need for costly custom development, has been found to be truly unique in global markets."

Read more: PractifiIRESS XPLANGlenn ElliottAdrian JohnstoneSangiovese
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