Mr Watson added that today’s announcement of the Fund’s Xplan integration is also now further supported by Hostplus recently also increasing business development and support resources dedicated to serving the financial planning community.
“We are continuously looking for ways to provide advisers with the products, tools and solutions to help them achieve greater efficiencies across their businesses and to strengthen their service and support for their SMSF clients.” Hostplus’ Group Executive, Paul Watson, advised that the ability for advisers to now integrate SMI data directly into Xplan, and the launch of a new Hostplus Adviser Portal, further demonstrates the Fund’s ambition to work with advisers and to help to reduce their administration effort. This initiative also follows the recent integration of Hostplus SMI data feeds into Xplan, where Hostplus has partnered with Iress to provide daily SMI data feeds into Xplan, further making it even easier and more efficient for advisers who can also manage their client’s SMI investments via the Xplan platform, rather than having to login to multiple product portals.
This initiative between Iress and Hostplus’ SMI administrator, Citi, will improve adviser efficiency and make it easier for advisers to streamline onboarding of new and existing clients into Hostplus SMI. This new integration will provide financial advisers using Xplan with the ability to seamlessly initiate, complete and lodge their investor client’s SMI applications directly from Xplan.
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