Industry fund launches ‘game-changing’ adviser data feeds

The “highly technical project” from Sunsuper allows registered advisers to access up-to-date superannuation information directly from Iress’ Xplan software.

“At Sunsuper, we know the value of advice and the role external advisers play in driving member outcomes, which is why we invested in working with Iress to activate data feeds,” Sunsuper’s head of advice and retirement, Anne Fuchs, said.

“This project creates an efficient and digital service for advisers to have up-to-date information on their clients – our members – so they can provide them with the financial advice they need for an optimal retirement.

“It has the potential to translate to more Australians saving thousands of dollars a year in fees because their adviser recommended Sunsuper over a retail fund, as more advisers find it easier to work with Sunsuper.”

Fox Wealth Advisory’s Jane Ryan applauded the service, saying it “cuts out a whole section” of the admin process.

“It makes my team work far more productively and that’s important,” Ms Ryan said.

“We now have some really up-to-date information that we can translate into the interactive documents for our clients.”

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.