ZeroKey integrates with Iress' Xplan
27/11/24 · Download press release (.pdf)
As part of our mission to integrate technology and help eliminate manual data entry, we're delighted to announce our integration with Iress’ Xplan is now live and available to use.
This latest development means you can now gain even greater access to the data you have stored within your Xplan account, plus the ability to use ZeroKey as a conduit for moving client data between Xplan and 3rd party technology providers.
By simply installing our innovative web-extension and integrating with Xplan, you can start to eliminate the need for manual data entry. As a result, this will not only save you time but also (more importantly) help retain data integrity.
Alex Hore, Managing Director of UK Wealth at Iress, said: “The new ZeroKey integration with Xplan forms part of our commitment to continuously improving efficiency, and reducing complexity for financial advisers, via industry leading solutions, and integrations. By reducing time spent on rekeying data, advisers can focus more on value-adding activities, such as serving clients and growing their businesses. With data being extracted directly from Xplan, they can also have greater confidence in its accuracy and integrity.”
Joseph Williams, co-founder & CEO of ZeroKey, said: “Our integration with Xplan is a real positive step forward. Not only will it help financial advisers eliminate manual data entry and therefore save time and retain data integrity, but it also further connects technology within our profession. We’ve built ZeroKey to be plug and play, meaning Xplan has automatically inherited all existing ‘Quick Actions’ and therefore new connections now exist which previously didn’t.”
Over the last few months, we’ve been developing a centralised API which standardises data and provides mapping between technology providers. Although not yet publicly available, the centralised API will ultimately provide the option for technology providers to 'plug into' the ZeroKey ecosystem and immediately inherit all current and future connections we develop.
So far, we have released over 40 ‘Quick Actions’ into various 3rd party technology providers (see list below or view our integrations page). If you have any requests, please do get in touch. We love feedback and develop based on the suggestions made by you.
- Fundment
- Voyant
- Fintegrate
- Fidelity
- 7IM
- Transact
- Oxford Risk
- Aviva
- FE CashCalc
- Timeline
- Mabel Insights
- M&G Wealth
- abrdn
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