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XPLAN announces integration with Suitebox

Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients.

Some features the new partnership offers advisers include scheduling video meetings with clients using Xplan, using screen sharing documents and applications, recording advice discussions and returning all records of meetings directly to the client’s file notes in Xplan.

Speaking to financialobserver, IRESS product executive for wealth management Emily Chen said the firm believed technology would continue to play an important role in improving adviser business practices.

“What is important is that advisers have the ability to record, transact and store video meetings for client, business and compliance needs,” Chen said.

She added clients were seeking engagement across a variety of channels from face-to-face to an online experience.

“The integration of SuiteBox with Xplan adds a video-based communication to Xplan. This will help financial advisers increase their options for effective and efficient client engagement,” she said.

SuiteBox chief executive Ian Dunbar said by integrating SuiteBox into Xplan, the company was delivering the next generation of engagement tools for financial advisers.

“It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered,” Dunbar said.

“Busy professionals such as financial advisers do not want to be using disparate tools with multiple, stand-alone applications.”

He said SuiteBox brought together meeting, collaboration and transactional capabilities that would integrate with Xplan to create an exceptional proposition for advisers and their clients.

The integration is now available to Xplan users on version 2.21 or higher.

Suitebox Media contact

Neil Summers, Sales Manager, Moonstone Business Services
Mobile: +27729088994


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