Iress has expanded the distribution of its mortgage and protection sourcing data through a new integration with Elev8, the CRM platform developed by Evolve Tech Solutions for Access FS.
Launched last month, Elev8 combines CRM functionality with integrated sourcing powered by Iress’ mortgage and protection data. The platform gives advisers access to up-to-date product information within their existing workflow and reduces the need to move between systems during the advice process.
Iress’ sourcing data is already used on its own mortgage and protection platforms, Trigold and Xplan Mortgage (XPM), and through digital client solutions and third-party technology integrations.
Warren O’Connell, head of business development at Iress, said: “Iress is perhaps best known in the mortgage market for Trigold and Xplan Mortgage, but the reach of our mortgage and protection data goes much further. Our data sits behind a growing range of technology platforms used by intermediaries, giving advisers access to trusted sourcing data within the workflows they already use.
“Elev8 is a great example of this. We’re delighted to extend our distribution through Access FS and provide the data behind its integrated sourcing experience.”
Karl Wilkinson, founder and CEO of Access FS, added: “Having reliable sourcing data embedded within Elev8 is an important part of the experience we’re creating for advisers. Iress has a strong track record in mortgage and protection sourcing, and its data gives our advisers access to the product information they need within their existing workflow.
“The integration with Iress is another example of our focus on giving advisers technology that supports the way they work, while reducing the need to move between different systems.”
