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Xplan Integrations
Details of all the companies who integrate with us
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Available Integrations

jim.farrell
Iress People

Live Integrations 

The table below relates to Third Party Integrations supported by the Iress Open Integration framework, and does not include data feeds which can be viewed here.

Activation Type informs you of the process to set up an integration; Self takes advantage of the simplified agreements and automated facility detailed here, Custom may require more steps.  Instructions to enable, and more detail about the the third party solution, has been provided by the Integrators and is contained in the linked articles.

 

Integrator

Product

Service Type

Activation Type

Locale

jimfarrell_0-1636666124437.jpeg

Advice Revolution

Digital Engagement

Self

AU

Asendium_TM_LOGO_Black_02.png

Asendium

In Pilot

Advice, Automation + Workflow

Self

AU

jimfarrell_6-1636666413556.png

Astute Wheel

Digital Engagement

Custom

AU

jimfarrell_13-1636652724601.png

ATEB Suitability

Advice

Self

 UK


jimfarrell_0-1636708087026.png

Avanser

Marketing

Self

AU, NZ, UK

melaniemeadwell_0-1665657914731.png

Beeswax (Lemonaide)

Practice Management

Self

ZA

jimfarrell_6-1636652520867.png

CashCalc

Cashflow Planning

Self

UK

jimfarrell_1-1636708112655.png

Connexian

(formerly Investfast)

Digital Engagement

Self

AU

jimfarrell_2-1636708130313.png

Contengo

Practice Management,

Client Portal

Self

UK

LG_Defaqto_EngageLogoVariants_V02_175x30.jpg

Defaqto Engage

Research & Financial Planning

Standard

UK, AU

jimfarrell_1-1636718250657.png

Dexterous Pro

Automation Workflow

Self

AU

jimfarrell_5-1636652492429.png

Dynamic Planner

(Distribution Technology)

Digital Engagement

Self

UK

melaniemeadwell_0-1657722281857.png

Ethic Adviser

Portal Self AU

melaniemeadwell_0-1645458075691.png

EVPro

(ex Evalue)

Risk Analysis Self UK
jimfarrell_2-1636652399369.jpeg FE Analytics Analysis Custom AU, UK, ZA
johngartland_1-1648822215304.png

Fincalc

 

Analysis Standard UK
jimfarrell_4-1636708221691.png

Fin365  

Digital Engagement

Self

AU

jimfarrell_17-1636652846955.png

FujiXerox

Document back scanning

Custom

GBL

jimfarrell_9-1636652611126.jpeg

GB Group 

EID&V service

Custom

GBL

jimfarrell_1-1636652349052.jpeg

Genovo

Advice

Self

UK

jimfarrell_4-1636666313708.png

Commspace

Revenue Management

Self

ZA

 

jimfarrell_1-1636707759602.png

Hivrs

Digital Engagement

Self

AU

johngartland_0-1656325154323.png

 

iComply2 

New 30/6/22

Financial Planning Advice App  Self (TBC)  AU 
jimfarrell_4-1636707851491.png

iFactFind

Advice

Self

AU

melaniemeadwell_3-1659948686958.png

Inherit Australia

Digital Engagement

Self

AU

melaniemeadwell_0-1652781582516.png

Invessed

Client Portal

Self

UK

jimfarrell_2-1636707782129.png

KPRM

(Life Insurance Review & Referral)

 Practice Management

Custom

AU

jimfarrell_3-1636707806613.png

LivePreso Advice

Advice

Self

AU, NZ

jimfarrell_3-1636707806613.png

LivePreso Wealth

Digital Engagement

Custom

* Iress Partner Integration

AU, NZ

johngartland_0-1659100977822.png

 

Lumiant

In Pilot 29/7/22

Client Engagement Advice Platform

Standard AU, NZ
jimfarrell_12-1636652691602.jpeg Mailchimp

campaign email tracking

analytics

Custom GBL
jimfarrell_5-1636666375010.png

Advisor Promoter

Marketing

Self

* Iress Partner Integration

AU, NZ

jimfarrell_18-1636652867598.png

moneyinfo

Portal

Self

UK

jimfarrell_4-1636717941468.jpeg

Moneysoft PFM Factfind

Advice

Self

AU

melaniemeadwell_0-1665570548682.png

MorganAsh

In Pilot 12/10/22

Digital Engagement

Self

UK

jimfarrell_0-1636716672046.png

myprosperity

Portal

Custom

AU

jimfarrell_1-1636716697351.png

Nod

Document Management

Self

* Iress Partner Integration

AU

johngartland_0-1651673316677.png

 

One Click Verify

AML /  Identification Verification

Self

AU

melaniemeadwell_0-1653374609657.png

O&M Profiler

Digital Engagement,

Analysis

Custom

UK

jimfarrell_11-1636652668157.png

Oxford Risk

Digital Engagement

Self

UK

johngartland_0-1667981509153.png

 

Padua Discover

Active 9/11/22

Digital Engagement,

Online Fact Find

Self

AU, NZ

PPOL.PNG

Paraplanning Online 

(PPOL)

 

Suitability Reports, Cashflow and Fact find

Self

UK

jimfarrell_3-1636716761380.png

PowerPlanner Adviser Portal

NEW 8/11/22

Suitability Report

Self

UK

 

jimfarrell_4-1636716781794.png

Practifi

Practice Management

Self

AU, NZ

melaniemeadwell_0-1657625207678.png

Purple Box

Flexibox

Digital Engagement

Self

AU

jimfarrell_8-1636717556187.png

Revex 

Practice Management

Self

AU

jimfarrell_3-1636717232319.png Advanced Integration Advice Documentation

Self

* Iress Partner Integration

AU

jimfarrell_4-1636717232530.png

Standard Integration

Digital Engagement

Self

AU

jimfarrell_5-1636717270954.png

 Selectapension 

Analysis

Self

UK

jimfarrell_1-1636717177294.jpeg

TAL - Digital Adviser

Digital Multi-media Marketing System

Self

AU

jimfarrell_2-1636717222282.png

TIQK

Practice Management

Self

AU

jimfarrell_4-1636652459151.png

Timelineapp

Research,

Cashflow Planning

Self

UK

jimfarrell_0-1636717168950.png

TopDocs

Legal documentation prefill and order

Self

AU

jimfarrell_1-1636666167121.png

AdviserTools 

Digital Engagement,

Online Fact Find

Self

AU

jimfarrell_1-1636666167121.png

Connect

Data management

Self

GBL

jimfarrell_1-1636666167121.png

SharePoint Connect

Document management

Self

GBL

melaniemeadwell_0-1655816723006.png

Vanilla Mail

Marketing Platform

Self

GBL

jimfarrell_14-1636652751447.png

Videosign

Online meetings

Custom

GBL

melaniemeadwell_0-1658319858841.png

VirtualCabinet

DMS

Self

UK, NZ

jimfarrell_8-1636652583400.png

Visible Capital

Open Banking Fact Find

Custom

UK

jimfarrell_16-1636652815287.png

Voyant

Cashflow Planning

Self

AU, UK

jimfarrell_15-1636652777201.png

Papercloud (Watermark)

DMS

Self

UK

jimfarrell_2-1636717917985.png

WealthPilot

Digital Engagement

Self

AU

jimfarrell_1-1636717886860.png

Worksorted

CRM

Self

AU

 jimfarrell_0-1636717878754.png

Xeppo

Marketing

Self

AU, NZ

 

* Iress Partner Integration indicates that a commercial agreement exists between Iress and the Third Party Firm.

Integration Pipeline

Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative.  We have provided a progress status indication where known but cannot comment on the specifics of a Third Party build or their actual delivery time-frame.

 

Status

Integrator

Type

Activation Type

Locale

jimfarrell_0-1636723813542.png

Annature

(Proof of Concept)

Digital Signature Self (TBC) AU
johngartland_0-1643119203666.png

Astute Wheel (Direct Integration)

Digital Engagement Standard AU
johngartland_0-1651066225641.png

Business Health - Adviser Advance

Business Diagnostics and Data Analysis Standard AU
jimfarrell_0-1636723813542.png

(Intiger) Boom

Practice Management Self (TBC) AU
johngartland_0-1656325617656.png

Fastrak - Sprint Technologies 

Wealth Reporting

Self (TBC)

GB

jimfarrell_0-1636723813542.png

Finura

Digital Engagement

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Flagstone

Portal

Self (TBC)

UK

jimfarrell_0-1636723813542.png

Fluent Group: Cloudfuse 

Digital Engagement, Marketing, Automation + Workflow

Self (TBC)

AU, UK

jimfarrell_0-1636723813542.png

Insignis

Digital Engagement

Self (TBC)

UK

johngartland_0-1651675207477.png

Mystro

Automation + Workflow, Onboarding and Fact Find

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Workato

Platform

Self (TBC)

GBL

jimfarrell_1-1636723818317.png

Comentis

Integrator Advises on Hold

Client Vulnerability Tool Self (TBC) UK
jimfarrell_1-1636723818317.png

Upskill Advisers

Integrator Advises on Hold

Audit / Compliance

Self (TBC)

AU

melaniemeadwell_1-1662384800527.png

MyNextAdvice

Integrator advises this is no longer available

Practice Management

N/A

AU

 

Didn't see the Third Party integration you wanted listed here?  It might be that Iress are in the early stages of our engagement or we might not have started.   Your Account Manager will be able to check this and / or express interest on your behalf.  Alternatively you can contact the Third Party directly and ask them to reach out to Iress.

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