Iress Wealth Management Solutions and Zenith Investment Partners are integrating Zenith's research reports and ratings into the Xplan financial planning software.
Clients of both groups will be able to access Zenith's suite of research products, enabling planners to integrate the research within client plans and reviews.
"There are a number of our clients who use Xplan and this enhancement will allow the advisers to construct and maintain client portfolios and access our research reports in the one place," Zenith director David Wright said.
"We believe this will result in significant efficiencies in their planning practices."
According to Iress Wealth Management Solutions general manager Andrew Walsh, Iress' independent open-architecture allows for easier integration across a range of investment platforms, insurance and research tools and suppliers.
"At a practical level, the integration of information directly to the adviser's desktop is core to a practice's efficiency and we are keenly focused on increasing this in as many areas as we can," Walsh said.
