Tracking upcoming revenue is critical to practice management, yet many teams I talk to fall into one of two camps: they are either spending hours manually updating a massive, colour-coded spreadsheet, or they are simply relying on whatever revenue happens to land in their bank account from the Licensee. Both approaches…
When talking about API’s we often refer to Access and Authorisation. Access = connection, “can I get to the API layer?” Authorisation = permissions, “what can I do in the API layer?” At Iress we manage these via our API Key Portal. An Iress provisioned API Key (sometimes referred to as an App Key) will allow an integrator…
Approved integration owners access their Keys via the Iress API Key Portal, create their own OAuth secrets, view active Xplan sites and supported capabilities etc. Iress API keys can be connected to multiple Xplan sites but we support a single redirect URI. In practical terms therefore any one integration would likely be…
The Iress Open Standard integration is a productized API access pattern for common Xplan integration use cases. Designed for third-party applications, it offers a repeatable way to connect to Xplan sites using RESTful API services documented in Swagger. Access is governed by API keys, user permissions, and agreed…
Australia and New Zealand If you are an existing client of Iress please raise a request via Iress Connect by selecting the “Xplan API Requests” tile. If you are a Third Party please contact us via this webform and we will revert in due course. South Africa If you are an existing client of Iress please raise a request via…
Broadly, Iress supports several integration patterns for Xplan. The right pattern depends on who is building the integration, who will use it, the level of access required, and the commercial or support model that applies in each region. Iress Open Standard A productised API access pattern for common Xplan integration use…
Iress Open is our dedicated framework for connecting your Xplan site to internal and third-party tools. By treating Xplan as your source of truth, Iress Open allows you to build a seamless, integrated ecosystem that delivers better outcomes for your business. We provide a range of connectivity options designed to help you…
Our latest Xplan product roadmap provides an overview of the priorities shaping what’s next across the platform, with a focus on modernisation, workflow efficiency, platform quality and continuous improvement informed by adviser feedback. It’s designed to give advisers and practices a clearer view of what we’re working on,…
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
As a valued Xplan customer you're invited to complete our 2 minute survey about campaign and prospect tools. Your feedback will help us better understand the tools you use and the value of possible future connections with Xplan. Customer feedback helps shape our decisions - we encourage you to have a say! Complete survey…
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