SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce an integration with Iress, a market-leading financial services software provider.

This collaboration marks a significant step forward for advice firms and their clients by combining SmartSearch’s market-leading AML verification capabilities with Iress’ comprehensive financial advice software, Xplan. Together, they aim to tackle one of the industry’s biggest challenges: the inefficiencies caused by outdated compliance processes and fragmented systems that slow down adviser workflows and frustrate clients.

Through this integration, advisers will be able to seamlessly conduct AML checks and compliance activities directly within Xplan. By embedding SmartSearch’s automated verification tools into Xplan, compliance becomes a frictionless experience - accelerating onboarding, improving data accuracy, and reducing risk.

“Integrating with Iress is an exciting opportunity to extend the reach of our automated AML and KYC solutions within one of the most widely used financial advice platforms in the UK,” said Kerry Cleary, Partnership Director at SmartSearch. “We are giving advisers the ability to complete compliance checks in seconds, without leaving the Iress system they already rely on. This integration is about simplifying compliance and enabling advisers to focus on what really matters - building stronger client relationships.”

Through this integration, Xplan users will gain access to SmartSearch’s multi-bureau dataset, delivering enhanced accuracy in electronic identity verification. This significantly reduces the risk of missing critical intelligence that can occur when relying on single-source solutions. Advisers benefit from real-time, automated AML and identity checks, with SmartSearch delivering an industry-leading pass rate of up to 97% and KYC checks in as little as 2 seconds.

Jamie Grant, Head of Product at Iress, said, “By integrating SmartSearch directly into Xplan, we’re bringing advisers a best-in-class AML solution within the platform they trust to run their advice business. It’s making compliance smoother, more precise and less time-consuming.”

This integration highlights both organisations’ shared commitment to delivering regulatory confidence, efficiency, and innovation to the financial advice sector.