ZeroKey

At Iress, we’re always striving to empower financial advisors with the tools they need to work smarter and more efficiently. Our latest integration with ZeroKey is another great step towards this goal. The future of financial services is here – and it’s powered by integration, speed, and innovation. Let’s make it happen, together. #Iress #AI #FinancialServices #Innovation #FinTech #ZeroKey #Integration #FinancialAdvisors #Efficiency #Impact #ClientExperience #FutureofFinance

Great working with Joseph Williams and the ZeroKey team. Having started in the finance industry, along time ago, doing repetative data input - eradicating rekeying is close to home

We're delighted to announce our integration with Iress Xplan is now live and available to use – meaning you can now start to eliminate manual data entry between Xplan and third-party technology providers 🎉 For more info, visit: https://lnkd.in/edASGwCv Alex Hore, Managing Director of UK Wealth at Iress, said: “The new ZeroKey integration with Xplan forms part of our commitment to continuously improving efficiency, and reducing complexity for financial advisers, via industry leading solutions, and integrations. By reducing time spent on rekeying data, advisers can focus more on value-adding activities, such as serving clients and growing their businesses. With data being extracted directly from Xplan, they can also have greater confidence in its accuracy and integrity.” Joseph Williams, co-founder & CEO of ZeroKey, said: “Our integration with Xplan is a real positive step forward. Not only will it help financial advisers eliminate manual data entry and therefore save time and retain data integrity, but it also further connects technology within our profession. We’ve built ZeroKey to be plug and play, meaning Xplan has automatically inherited all existing ‘Quick Actions’ and therefore new connections now exist which previously didn’t.” Available 'Quick Actions' now compatible with Xplan: Fundment, Voyant, Fintegrate, Fidelity International, 7IM, Transact, Oxford Risk, Aviva for Advisers, FE CashCalc, Timeline, Mabel Insights, M&G Wealth, abrdn

ZeroKey integrates with Iress Xplan to eliminate manual data entry for advisers. ZeroKey’s integration with Iress Xplan is now live and available for financial advisers to use. Alex Hore, Joseph Williams. Check out Isabel Baxter's latest article 👇 https://incm.pub/4ibGUmI #financialadviser #investment #investmentmanagement #finance

Form-filling slowing you down? Meet ZeroKey, the latest integration in Xplan. ZeroKey helps UK advisers save time by automatically populating third-party forms using data from Xplan. It's quick, seamless, and those small time-savings add up to big efficiency gains. Already using Xplan? Discover the full potential of ZeroKey on The Community: https://lnkd.in/eZ5TQ4HN New to Xplan? Find out what you're missing here: https://lnkd.in/ebcxVkFD

ZeroKey integrates with Iress’ Xplan https://lnkd.in/eiPz4p75

The process of moving recently created documents from one system to another can be fairly cumbersome – you have to download the document, save it, and then upload it elsewhere. But here at ZeroKey, we're aiming to make the process as frictionless as possible by reducing the effort down to a single click. Last week, the team released a fantastic feature which enables you to move a recently created cashflow report from FE CashCalc directly into intelliflo. It's live and available to use, so here's a bit more information into why we built this particular 'quick action' and how it actually works ⬇ P.S. We’ve built ZeroKey to be very much plug and play, so this functionality can now be transferred for other uses. If you believe there are other scenarios whereby sending a recently created document from one system to another (with only a single click) would be beneficial, please do get in touch and let us know. https://www.zerokey.tech/

Send a recently created cashflow forecast (.pdf) from FE CashCalc into intelliflo with only a single click – saving you time by removing the friction currently involved with downloading and re-uploading files. ⏱ You've just saved 60 seconds Find out more: https://www.zerokey.tech/

A lack of integration and the need to manually key data has been a major pain point for way too long. Now resolving this issue will take time. And it will also require a fresh approach. So here are the initial steps we've taken on our journey to try and solve it 🚀 This 9-minute demo was originally presented at the lang cat HomeGame 4 event on 3rd October and features intelliflo, Aviva for Advisers, Voyant, 7IM, Fintegrate and FE CashCalc. For more information, visit: https://www.zerokey.tech/

Looking forward to joining Abraham Okusanya, David Ferguson and Ed Dymott later today for a panel discussion on choosing the right systems and tech stack for your business... and for everyone wondering, yes that's me on the end 🙋♂️ Host: Lois Vallely When: Today at 2:35pm #MMInteractive24