Moneyinfo Joins Iress Partnership Programme to Enhance Adviser And Client Experience
Iress has announced that Moneyinfo, a market leader in digital client portals, has joined its exclusive Iress Partnership Programme as the second official entrant. The partnership establishes a deep integration between Iress’ Xplan platform and Moneyinfo’s client portal, aiming to redefine the digital experience for financial advisers and their clients across the UK wealth management industry.
Through enhanced Xplan API connectivity, the collaboration will drive seamless data platform, automated workflows, and a unified client engagement experience. The first phase of the integration — now live — introduces tightly integrated digital fact-finding and two-way information sharing, with full customization and advanced mapping features scheduled for rollout later this year.
Takeaway
Building A Unified Wealth Management Ecosystem
The integration between Iress’ Xplan, the UK’s leading adviser software used by more than 450 firms, and Moneyinfo’s customizable client portal, used by hundreds of wealth managers, represents a major advancement in practice management interoperability.
The joint development team worked alongside adviser firms to co-design and test a market-leading answer that aligns with evolving digital engagement expectations. The partnership allows advisers to onboard clients quicker, access cleaner data, and manage ongoing relationships more efficiently — all through a synchronized interface that blends compliance, reporting, and communication in real time.
Alex Hore, Managing Director for UK Wealth at Iress, said:
“This partnership is a direct response to the growing demand for deeper, powerful integrations that deliver real-world benefits. By combining the power of Xplan with Moneyinfo’s market-leading digital interface, we’re enabling firms to deliver quicker, more connected, and engaging client journeys — creating bespoke digital experiences that provide a real competitive edge.”
Takeaway
Redefining Adviser-Client Engagement
The partnership delivers a deep, two-way integration that moves far beyond basic data connections. By linking directly with core adviser workflows, Iress and Moneyinfo are creating a truly unified digital ecosystem for the wealth management industry.
The benefits are significant:
, with document and data automation replacing manual input.
Enhanced data accuracy and compliance, improving the reliability of reporting and decision-making.
, through integrated digital fact-finding and document platform.
Higher client satisfaction, thanks to a seamless, branded experience across all touchpoints.
This co-engineered model aligns with Iress’ broader open architecture vision, which encourages cooperation among leading fintech providers to deliver modular, future-proof answers for advisers.
Takeaway
Driving Efficiency And Growth For UK Wealth Firms
For UK advice firms facing rising client expectations and regulatory complexity, the Iress-Moneyinfo integration represents a strategic enabler for scale. Firms can now automate repetitive processes, access , and deliver a consistent digital experience without costly system overhauls.
Tessa Lee, Managing Director at Moneyinfo, said:
“Partnering with a firm trusted by so many advice businesses means the benefits of this enhanced integration will be widely felt. This collaboration tackles key friction points in the advice process and gives firms the tools to deliver a better-connected client experience. It’s a great example of the real-life benefits deep integration can deliver.”
By aligning technology roadmaps and co-developing features, the two companies are future-proofing the adviser tech stack — ensuring that firms can adapt rapidly to changing regulation, evolving client needs, and the accelerating digitization of wealth management.
Takeaway
A Blueprint For Industry Collaboration
The Iress Partnership Programme, launched earlier this year, aims to establish a sector-leading model for collaboration between core technology providers. By aligning development pipelines and sharing APIs, Iress is enabling quicker delivery of strategically aligned integrations that enhance efficiency and scalability for advice firms.
Moneyinfo’s inclusion in the program highlights its position as a trusted innovation partner and signals the growing momentum behind deeper ecosystem cooperation within UK financial technology.
