Case Study

Financial Planning Integration

A superannuation company sought to grow their business by extending financial planning services to their members. In order to support this new business initiative they looked for a system to support their financial planners, para-planners, and call centre. XPLAN Investment Portfolio System (IPS), by IRESS Market Technology, was chosen.

The customer recognised that their new financial planning system (XPLAN) needed to be integrated with their existing superannuation member database and also with their customer correspondence tracking system.

Seed Software were engaged to develop a solution that would synchronise the data and events between the three systems. To that end we designed and built a messaging hub that integrated, transformed, and routed messages between systems.

The solution involved the application of various messaging design patterns: adapters, message store, file drop, XML transformation, and message routing. The case study is by no means a template for every circumstance, however it does demonstrate the depth of design and delivery experience Seed Software bring to each unique customer objective.