GSFM recently completed an Xplan integration that provides a daily feed of client data from our registry to Xplan.
The aim of this integration is to provide increased efficiency for advice businesses. For those advisers and dealer groups using Xplan, information about clients’ holdings in GSFM Funds will be updated each business day, enabling advisers to automatically synchronise client information. The information that will be updated includes units on issue, investment value and distribution details.
If you would like to be connected to this service, please contact our registry provider FundBPO on 1300 133 451 or via email@example.com.