Sprint Enterprise Technology has integrated Fundment with Iress’s Xplan practice management software through the FINIO data hub.
The integration gives advice firms using Xplan access to reconciled Fundment valuation and transaction data from inception directly within Xplan. By removing manual processes, FINIO helps firms improve data consistency when using both systems.
Fundment is the latest investment platform to connect to FINIO, Sprint’s data hub for the wealth management industry.
“We’re pleased to support Fundment as it extends its data delivery to more advisory tools. The lack of integration between systems has been a long-standing frustration for the industry, and this is exactly the type of progress needed. FINIO enables platforms to scale their data distribution efficiently, while advice firms benefit from reliable, consistent data that can be used across systems, supporting better client outcomes.“
Robin Bevan, CEO, Sprint Enterprise Technology
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