AstuteWheel

[jim.farrell]

Integration overview

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.

Integration summary

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:

• Digital client information gathering questionnaires through a secure client portal that also provides secure chat, document loading, client vault and more.
• Strategy modelling calculators that provide advisers with education tools to educate and empower clients to make informed decisions about their financial and strategy decisions.
• Visual and interactive tools to improve client engagement when onboarding new clients or reviewing existing clients.

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.

Setup instructions

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 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 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

For further assistance

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