Advisor Promoter by Moberate: Integration

[melanie.meadwell]

Integration overview

This is a custom integration built by the third party integrator. 

• Integration overview
• Integration summary

Integration summary

Specifically Designed Smartphone Marketing Tools for the Financial and Insurance Sector

Software type: Marketing

Locale: Australia and New Zealand

Contact details for integrator: support@advisorpromoter.com

Website for integrator: https://www.moberate.com/

Description provided by the integrator:

Advisor Promoter can now be connected directly to your Xplan instance extending the capability of Xplan into a fully integrated multi-channel marketing automation system for lead generation and building stronger customer and prospect relationships. You can utilise our prebuilt campaigns, edit them or design your own advanced multi-channel marketing campaigns or compliance workflows knowing critical information is automatically added to contact data in Xplan for compliance and marketing knowledge. You can learn more about the capability of Advisor Promoter here.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.  
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has not yet been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

The Third Party has supplied this setup guide.