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
Asendium is a highly efficient and compliant, advice creation platform. It enables financial planning teams to deliver next day, personalised advice. The two-way integration with Xplan is essential in achieving high efficiency and compliance.
Software type: Advice
Locale: AU
Expected delivery: In Pilot
Activation type (once live):
- System Settings self enablement
- Will require a 'Service Account User' to be created by the Client Firm with visibility all Clients and all users
- will require registration with Asendium
Contact details for integrator: John De Angelis john.deangelis@asendium.com
Website for integrator: www.asendium.com
Description provided by the integrator:
Delivering timely, cost-effective advice can feel like a juggling act. It can sometimes leave your planning team feeling frustrated, exhausted, and stressed. Built on the guiding principles of “automate where you can, humanise where you must”, Asendium is here to bring financial planning teams together by creating a highly efficient and compliant, advice creation platform.
Asendium enables financial planning teams to deliver next day, personalised advice. Our end-to-end integrated and dynamic technology targets the elimination of data double handling through integration and automation. This removes unnecessary costs and delivers uniformity and consistency of the quality of advice. Acting as your guard rails for developing advice, the two-way integration with Xplan is a perfect balance of compliance meets automation. Build unlimited, in house advice across a multitude of advice scopes and instantly generate Fact Finds, Strategy Papers, In-Built File Notes and Instant Statements of Advice, in a matter of hours. The future of advice is not about surviving, it’s about thriving.
Setup Instructions
Further guidance on how to setup and use the integration is located in Related Articles below.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
Related Articles
Asendium Web Help: www.asendium.com/videos/
Activating Standard Intregrations:
