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ANZ Wealth introduces data feeds to OneCare Illustrator quoting software, saving advisers’ time

09 May 2017

From ANZ

Gerard Kerr

ANZ Wealth have announced the introduction of data feeds from integrated financial planning software, IRESS XPLAN to OneCare’s quoting software to save its financial advisors time.

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 Head of Life Insurance, Gerard Kerr said: “This enhancement will save advisers a significant amount of time when preparing quotes for OneCare. That is time they can spend on more important matters for their clients.

“It’s something we know our advisers want access to and we’re pleased to announce that we’ve partnered with IRESS XPLAN to implement this solution.”

ANZ Wealth also confirmed it will introduce data feeds of OneCare client and policy information to XPLAN later this year.

“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 providing advisers with increased back office efficiencies,” Mr Kerr said.

Tizzy Vigilante, Managing Director of Wealth Management for IRESS in Australia, said: “These enhancements are part of our focus on continuing to make 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.” Ms Vigilante said.

Data feeds from XPLAN to Illustrator are available immediately from XPLAN versions 2.18.40, 2.19.39, 2.20.22, 2.21.5, 2.22.0.

Tags:Gerard Kerr

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