AdvisorTools by Umlaut: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

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 summary

AdvisorTools effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process.

Software type: Digital Engagement

Locale:  Australia

Contact details for integrator:  partner@umlautit.com.au | 1300 80 95 80

Website for integrator: https://umlautsolutions.com.au/solutions/advisortools/

Description provided by the integrator:

AdvisorTools is the simple, digital solution to a messy, paper problem. By digitising the capture and storage of client data, AdvisorTools streamlines your onboarding process and saves you hours of data entry.

Gathering your client’s data couldn’t be easier. Simply email them a link and have them fill in their own details online. Once you’ve both reviewed for accuracy, their information syncs straight to your financial system. Freeing you up to do more of what you love – advising.

A video of the integration in action can be found 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.

This integration follows the Standard Integration pattern:

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 been enabled. Please contact your Iress Account Manager who will be able to 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:

To activate this integration email partner@umlautit.com.au or call 1300 80 95 80.