on
25-03-2021
06:33 PM
- last edited on
30-07-2025
06:26 PM
by
dexter.manuel
This is a standard integration which means that it was built by AstuteWheel to connect to your Xplan
site via the standard integration template. Access to AstuteWheel via Xplan can be enabled by your
own site administrator using the Iress Open setting within your Xplan site.
AstuteWheel integration into Xplan allows Advisers to transfer client data between AstuteWheel and
Xplan (2-way synchronisation). This integration with Xplan ensures client data remains current and
consistent between the two software systems without manual re-entry of data.
Software type: Digital Client Engagement
Locale: Australia
Contact details for integrator: support@astutwheel.com.au
Website: https://www.astutewheel.com.au/
Description provided by the integrator:
AstuteWheel client engagement and financial planning software provides:
This integration allows financial planners to import and export client information between the two software systems enabling them to access the benefits of the AstuteWheel client engagement tools to conduct client meetings while maintaining all the benefits of the Xplan suite of tools.
Integrations are a connecting doorway between two systems, and you will need to enable them from both the Iress Xplan and the AstuteWheel integrator side before they can be used.
This integration follows these integration patterns:
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.
Once you have enabled the Xplan Integration: contact AstuteWheel for your synchronisation set up: support@astutewheel.com.au
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.