{"id":52281,"date":"2020-09-29T07:07:50","date_gmt":"2020-09-28T21:07:50","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=52281"},"modified":"2020-09-29T07:07:50","modified_gmt":"2020-09-28T21:07:50","slug":"astutewheel-integrates-with-xplan","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2020\/09\/29\/astutewheel-integrates-with-xplan\/","title":{"rendered":"AstuteWheel Integrates with Xplan"},"content":{"rendered":"<p>Financial advice client engagement software provider <a href=\"https:\/\/www.astutewheel.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">AstuteWheel<\/a> has announced it has integrated with financial planning software platform <a href=\"https:\/\/www.iress.com\/software\/financial-advice\/xplan\/\" target=\"_blank\" rel=\"noopener noreferrer\">Xplan<\/a>, in a move AstuteWheel believes will save advisers considerable time.<\/p>\n<p>AstuteWheel managing director, <strong>Hans Egger<\/strong>, says the company decided to integrate with Xplan in response to a call from advisers using both services.<\/p>\n<p>He says that responses to a question in its own survey of advisers who use both companies&#8217; tools found that more than 80 percent wanted the integration.<\/p>\n<p>The company says that the integration uses Roar Software, an integration gateway platform for financial services businesses.<\/p>\n<figure id=\"attachment_52283\" aria-describedby=\"caption-attachment-52283\" style=\"width: 145px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/09\/Han-Egger-e1601253033368.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-52283\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/09\/Han-Egger-e1601253033368.jpg\" alt=\"\" width=\"145\" height=\"198\" srcset=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/09\/Han-Egger-e1601253033368.jpg 241w, https:\/\/riskinfo.com.au\/news\/files\/2020\/09\/Han-Egger-e1601253033368-220x300.jpg 220w\" sizes=\"auto, (max-width: 145px) 100vw, 145px\" \/><\/a><figcaption id=\"caption-attachment-52283\" class=\"wp-caption-text\">Hans Egger &#8230;eliminates the double-handling of data, thereby saving time and reducing the margin for human error&#8230;<\/figcaption><\/figure>\n<p>Fact find and reverse fact find data collected via AstuteWheel\u2019s client-friendly online questionnaires is exported through Roar to populate Xplan. Clients already setup in Xplan can be exported to AstuteWheel ready for reviews.<\/p>\n<p>\u201cThe integration eliminates the double-handling of data, thereby saving time and reducing the margin for human error,\u201d Egger says.<\/p>\n<p>It also allows advisers to use the company\u2019s tools and calculators live with the client &#8220;&#8230;leading to greater practice efficiencies and cost savings. The financial plan is then created in Xplan in the usual way&#8221;.<\/p>\n<p>Egger estimates that the integration saves advisers between 60 and 90 minutes in onboarding a new client into Xplan and about 40 to 60 minutes in executing reviews for existing clients, each time the adviser conducts a review.<\/p>\n<p>\u201cThe integration with Xplan further enables this client-friendly journey, while also creating a compliance trail via a seamless back-office process,\u201d he says.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial advice client engagement software provider AstuteWheel has announced it has integrated with financial planning software platform Xplan, in a move AstuteWheel believes will save advisers considerable time. AstuteWheel managing director, Hans Egger, says the company decided to integrate with Xplan in response to a call from advisers using both services. He says that responses [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":52286,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,7],"tags":[],"class_list":{"0":"post-52281","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-products","8":"category-technology"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/52281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=52281"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/52281\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/52286"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=52281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=52281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=52281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}