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.
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.
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.
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.
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