Sesame Bankhall has integrated its portal of choice, Avelo, with its new Iress-powered practice management system.
Australian technology provider Iress’ software programme, Xplan, provides front, back and middle office support to Sesame. The adviser network announced the agreement in November last year.
Sesame says the integration of Xplan with the Avelo Exchange Portal will help streamline the process advisers go through when creating quotations and applying for insurance products.
Sesame Bankhall head of adviser technology James Stevenson says: “Embedding efficient technology will be pivotal in helping advisers to operate successfully in the future.
“Our new practice management system will offer a complete technology solution, from fact find through to recommendation letters.
“It will also help with ongoing reporting and client servicing, which will help advisers to justify remuneration post-RDR.”
Iress business development director Mark Loosmore (pictured) says: “Providing a seamless, efficient process for electronic quotations and applications is vital to the success of the Sesame Bankhall project.”
Avelo strategy and product development director Paul Yates says: “Speed and efficiency provided by straight-through-processing is becoming ever more important in all aspects of financial services and Avelo has the technology to provide this connectivity.”