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Advice Revolution: Iress Open Standard Integration

Iress People

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 do 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 details

Advice Revolution is built for advisers to engage clients, fact find and guide advice development.

Software type: Advice

Locale: Australia

Status: Live

Activation type (once live): Xplan System Settings 

Contact details for integrator: contact@advicerevolution.com.au

Website for integrator: www.advicerevolution.com.au

 

Description provided by the integrator:

 
Engage clients - A range of meeting tools to educate and communicate with your clients
 
Fact find - Our guided advice flow supports efficiency and compliant data capture
 
Guide advice - Document the basis of advice and provide instructions for advice production
 
Flexibility and configuration - Maximum control for your client engagement and fact finding
 
Depth of compliance - Capture client conversation to support advice recommendations
 

Setup Instructions

This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

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