Annature: Iress Open Standard Integration

[melanie.meadwell]

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

Annature, is a global eSigning & Client Verification solution that offers a flexible pay as you go billing model with no monthly fees or contracts, and unlimited team members. With Annature, you can enjoy seamless and secure document management without worrying about long-term commitments or hidden costs. Annature integrates eSigning and Client Verification updates directly into XPlan.

Software type: Document Management

Locale(s):  Global

Contact details for integrator: support@annature.com.au

Website for integrator: www.annature.com.au

Description provided by the integrator:

Annature is a cutting-edge eSigning and client verification SaaS product based in Australia, designed to streamline and secure your document signing process.

With Annature, you can sign, send, and store important documents with ease, eliminating the need for cumbersome paper-based processes.
Not only does Annature make document signing faster and more efficient, it also offers robust client verification features, ensuring that the people you're doing business with are who they say they are.

With state-of-the-art encryption technology and secure storage options, Annature offers peace of mind that your sensitive information is protected at all times. Say goodbye to clunky paperwork and hello to streamlined, secure document management with Annature.

Annature now seamlessly integrates with XPlan, a leading financial planning software developed by IRESS.

This integration allows financial advisors and their clients to securely sign and store important documents directly within XPlan.
With the Annature and XPlan integration, advisors can streamline their document management process, increase efficiency, and offer a more seamless experience for their clients.

Additionally, the integration ensures that all documents are stored in compliance with industry regulations, giving advisors peace of mind that their sensitive information is protected.

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: 

This integration follows the Standard Integration pattern:

• 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 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 not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.