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Lumiant integrates with Xplan to better connect front and back office for advice firms

New integration helps remove data duplication and re-entry while enhancing compliance for advice firms

Lumiant, an advice and client engagement platform that empowers advisers to connect with their clients and families around their lives, values and finances, has integrated with Xplan, a comprehensive financial planning and wealth management software solution. The new integration will make it easy for advisers to seamlessly create, edit and update information across the two platforms, removing data duplication and re-entry while enhancing compliance.

The new integration uses Iress Open API to share client information from Xplan to Lumiant while automatically capturing client conversations and interactions from Lumiant in Xplan. Lumiant Global CEO, Santiago Burridge, described the new integration as a game changer for advisers looking to combine Australia’s most used advice tool with a world-class client experience.

“Xplan has been a leading CRM solution for advisers in the Australian market for many years. By integrating with Lumiant, those advisers can now combine its powerful CRM solution with a world-class client experience,” Burridge explains.

“Our integration will create more administrative efficiencies between the front and back office of advice firms, with client information automatically pre-populated in the Lumiant platform, speeding up the time to engagement. The integration also helps to deliver on our vision of creating an extraordinary compliant-by-design client experience by giving compliance teams a complete client engagement history that they can access quickly and easily.”

Lumiant’s integration with Xplan removes the need for double data entry. Xplan remains as the advice firm’s core CRM and client data repository, while the Lumiant platform powers client experience and advice engagement.

Both client personal details and insurance information are synchronised from Xplan to Lumiant. Lumiant uses the data to pre-populate households and clients in its platform. Advisers can begin engaging their clients with Lumiant’s advice engagement modules, helping them realise the value of advice much faster.

The integration automatically creates file notes in Xplan when essential activity is initiated and completed across Lumiant’s Your Life, Your Values, and Your Investment Preferences modules. Exports of Your Best Life Plan can also be file noted and stored as an attachment against the client in Xplan. This saves advisers time in documenting conversations and client interactions, with key activities being synchronized to Xplan for easy review by compliance teams.

Lumiant has integrated with Xplan using its standard integration template under Iress Open. The integration is available to all Xplan customers on Lumiant’s starter and professional subscriptions. Lumiant will integrate other fields in due course to continue to help improve efficiency for advisers.

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