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AstuteWheel

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 custom integration and was built by the third party integrator using Roar Software's 'Integration Hub's' existing connection with Iress.  You will not be able to enable the connection directly and should refer to the setup instructions or Roar directly for clarification on how to proceed.

 

 

 

Integration details

AstuteWheel provides advisers with a structured process and visual tools to make meetings more valuable and informative for the client.

Software type: Digital Engagement

Locale:  Australia

Expected delivery: Live

Activation type (once live): Custom.  

 

Contact details for integrator: Phone: 02 94 533 588

Website for integrator: www.astutewheel.com.au

https://roarsoftware.com.au/astute-wheel-registration

Description provided by the integrator:

Astute Wheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition.

 

Setup Instructions

Please refer to the Roar Integration as Astute Wheel is facilitated via this service and not directly via Iress Open.

For further assistance

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

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