4admin

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Automate scheme analysis

Software type: Adviser Efficiency / Automation / AI

Locale(s):  UK

Contact details for integrator: 

For general enquires, email support@4admin.co.uk

For help and support, email support@4admin.co.uk

Website for integrator:www.4admin.co.uk

Description provided by the integrator:

4admin is an AI-powered tool which automates the tedious process of screening pages, upon pages, of product-level paperwork. 

Now you can slash the time spent on scheme analysis by up to 86%, improving quality control and minimising human errors. Stay in control with an interface to seamlessly review, approve and amend after our AI does the heavy lifting. From day one, you'll be able to move data and documents from 4admin to Xplan. Simply upload a plan to 4admin, analyse it and move the data to Xplan in seconds. 

It's important to note that 4admin doesn't store any of your client data. 

Please visit www.4admin.co.uk to watch our introductory demo. 

IMPORTANT NOTE - This integration is not currently available for people on multi-tenanted sites. If you are unsure if this applies to you, speak to your local site administrator.