rob.borthwick's avatar
rob.borthwick
Icon for Iress Team rankIress Team
9 months ago

AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!

Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...
advice production
xplan
luke.watson3's avatar
luke.watson3
Icon for Advisely Contributor rankAdvisely Contributor
9 months ago

Hi Rob, can you explain the difficulty in getting accurate data feed for insurance providers that include the features of the covers etc? Our licensee recommends we switch data feeds off for insurance as there are issues with this. Obviously this isn’t ideal and I would love to use the feeds, particular when merging the data into documents. Cheers, Luke

  • rob.borthwick's avatar
    rob.borthwick
    Icon for Iress Team rankIress Team
    9 months ago

    Hi luke.watson3

    The data that Iress receives for Insurance datafeeds comes directly from the Insurance Provider. To be able to provide an accurate response, I would need more detail on the specific issue that you are encountering.

    I would be more than happy to discuss this with you further.

  • luke.watson3's avatar
    luke.watson3
    Icon for Advisely Contributor rankAdvisely Contributor
    9 months ago

    In addition to this we use CDM solutions to compile all of our insurance data (great platform, but not ideal as I dont want to be paying additional subscription fees). They have been trying to work with Xplan for several months now to feed this data into Xplan and are getting very little help from the Xplan end. Could you please look into this.

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