Andrew Simon, executive general manager for product at Iress, said the firm wanted to make it easier for advisers to sell mortgage and protection to customers as a joint process.
The new capability, which does not yet have a firm launch date, will allow advisers to refer cases within the software or choose to advise on cases themselves as part of their integrated offering.
It will be available on a range of platforms and devices including mobile, tablet and desktop computers and will sit under the firm’s XPlan Mortgage system. XPlan Mortgage was launched by Iress last year as an adviser solution providing integrated workflow across advice, mortgage sourcing, activity management and protection sourcing. It was launched initially using the Trigold mortgage sourcing system with an advice unit added earlier this year, containing all the core functions required for the mortgage advice process.
Simon said the biggest request Iress was seeing from advisers around technology was for greater ease of use.
“What we hear from advisers the most is that they want end-to-end usability. Arranging protection cases can be a bit of a lottery for advisers, it’s difficult to predict what the outcome is going to be for customers. We’d like to see technology developing further to help manage expectations for advisers and provide more certainty to the industry,” he said.