Available Integrations

[jim.farrell]

Live Integrations 

The Activation Type informs you of the process to set up an integration; Standard takes advantage of the self enablement facility detailed here, Custom may require more effort and possibly separate agreements.  Instructions can be obtained by clicking on the hyperlinks to the Integrator article.

Integrator	Service Type	Activation Type	Locale
Advice Revolution New!	Digital Engagement	Standard	AU
AdviserForms by Umlaut	DMS	Standard	AU
Advisor Promoter by Moberate	Marketing	Custom	AU, NZ
Astute Wheel	Digital Engagement	Custom	AU
ATEB Suitability In Pilot	Advice	Standard	UK
Avanser	Marketing	Standard	AU, NZ, UK
CashCalc	Digital Engagement	Standard	UK
FE Analytics	Analysis	Custom	AU / UK / SA
FujiXerox	document back scanning	Custom	GBL
GB Group	EID&V service	Custom	GBL
Genovo	Digital Engagement	Standard	UK
iFactFind New!	Advice	Standard (TBC)	AU
livepresowealth	Digital Engagement	Custom	AU
KPRM (Life Insurance Review and Referral Management) In Pilot	Practice Management	System Settings	AU
MailChimp	campaign email tracking and analysis	Custom	GBL
moneyinfo	Portal	Standard	UK
Moneysoft New!	Advice	Standard	AU
MyNextAdvice	Digital Engagement	Custom	GBL
myprosperity	Portal	Custom	AU
Nod	Document Management	Custom	AU
O&M Systems	Digital Engagement / Analysis	Custom	UK
Padua Sorrento	Digital Engagement	Standard	AU
Practifi	Practice Management	Standard	AU, NZ
Roar Software - Seido	Digital Engagement	Standard	AU
SuiteBox (Videosign)	Online meetings	Custom	GBL
TIQK	Practice Management	Standard	AU
Timelineapp	Research & Cashflow Planning	Standard	UK
TopDocs	Legal documentation prefill and order	Custom	AU
Visible Capital	Open Banking - Fact Find	Custom	UK
Voyant	Digital Engagement	Standard	UK
Papercloud (Watermark) In Pilot	DMS	Standard+	UK
Wealth Central	Digital Engagement	Custom	AU
Xeppo	CRM	Standard	AU

Integration Pipeline

Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative.  We are often asked for information regarding the third party build progress but Iress cannot comment on specifics of their solution or delivery time-frame.

Integrator	Type	Activation Type	Locale
BEiq	Behavioural Measures	Standard (TBC)	UK
Cytrack	Telephony - uplift	Standard (TBC)	AU
DataOps	Digital Engagement	Standard (TBC)	UK
Defacto	Research	Standard (TBC)	UK
Dexterous Pro	Digital Engagement	Standard (TBC)	AU
Dorey Financial Management	Digital Engagement	Standard (TBC)	UK
Dubber	Call recording Ai	Standard (TBC)	Global
Dynamic Planner (Distribution Technology)	Digital Engagement	Standard (TBC)	UK
Econiq	Digital Engagement	Standard (TBC)	AU
FinPal	Digital Engagement	Standard (TBC)	AU
Futuristic Digital	Document Management	Standard (TBC)	AU
Goodments	Portal	Standard (TBC)	Global
GreatSoft	Digital Engagement	Standard (TBC)	AU
Hatch-Ai	Digital Engagement	Custom (TBC)	AU
Intiger - BOOM	Back-Office / Paraplanning Mgt System	Standard (TBC)	AU/NZ
Investfast	Digital Engagement, focus from accounting angle	Standard (TBC)	AU
Investfit	Digital Engagement	Standard (TBC)	AU
Jade TAL FactFind	Digital Engagement	Custom (TBC)	AU
JHC	Digital Engagement	Standard (TBC)	UK
Meeco - SVX	Personal Data Mgt	Standard (TBC)	AU
MoneyBrilliant	Portal	Standard (TBC)	AU
ntware / Canon	DMS	Custom (TBC)	Global
Oxford Risk	Digital Engagement	Standard (TBC)	UK
PlanPlus (Finemetrica)	Digital Engagement	Standard (TBC)	Global
PowerPlanner	Suitability Report	Standard (TBC)	UK
Revex	Practice Management	Standard (TBC)	AU
Roar Software - Binder	DMS	Custom (TBC)	AU
Scanshare	DMS	Standard (TBC)	AU
Select-a-Pension	Analysis	Standard (TBC)	UK
StreamlineID	Digital Engagement	Standard (TBC)	AU
TAL - Digital Adviser	Digital Multi-media Marketing System	Standard (TBC)	AU
Telescope FF	Digital Engagement	Standard (TBC)	AU
Trading Valley	Analysis	Custom (TBC)	AU
Virtual Cabinet	DMS	Standard (TBC)	UK
wealthpilot	Digital Engagement	Standard (TBC)	AU
WealthXcel Construct (Tiller Technologies)	Digital Engagement	Standard (TBC)	UK