Available Integrations

[jim.farrell]

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
	4admin	Adviser Efficiency / AI	Self	UK
	Annature	Document Management	Self	AU
	Asendium	Advice, Automation + Workflow	Self	AU
	Astute Wheel In Pilot 11/23	Digital Engagement	Custom	AU
	ATEB Suitability	Advice	Self	UK
	Avanser	Marketing	Self	AU, NZ, UK
	Beeswax (Lemonaide)	Practice Management	Self	ZA
	Brooks McDonald (ready for pilot)	Account Opening	Self	UK
	CashCalc	Cashflow Planning	Self	UK
	CO:MENTIS	Financial Vulnerability	Self	UK
	Connexian (formerly Investfast)	Digital Engagement	Self	AU
	Contengo	Practice Management, Client Portal	Self	UK
	Advanced Integration Previously ROAR	Advice Documentation	Self * Iress Partner Integration	AU
	Standard Integration Previously ROAR	Digital Engagement	Self	AU
	Defaqto Engage	Research & Financial Planning	Self	UK, AU
	Dexterous Pro	Automation Workflow	Self	AU
	Docusign - eSigature	Document Signing	Custom	UK, AU, NZ
	DCI (Data Compliance & Integrity) (In Pilot)	Reg-Tech	Self	UK
	Dynamic Planner (Distribution Technology)	Digital Engagement	Self	UK
	Elemnta  (formerly Advice Revolution)	Digital Engagement	Self	GBL
	Ethic Adviser	Portal	Self	AU
	EVPro (ex Evalue)	Risk Analysis	Self	UK
	FAYBL AI Assistant (In Pilot)	AI driven transcription and workflow tooling	Self	AU
	FE Analytics	Analysis	Custom	AU, UK, ZA
	Fincalc	Analysis	Self	UK
	Fin365	Digital Engagement	Self	AU
	FujiXerox	Document back scanning	Custom	GBL
	FYI  (In Pilot)	Document Management	Self	AU, UK, ZA
	GB Group	EID&V service	Custom * Iress Partner Integration	GBL
	Genovo	Advice	Self	UK
	Commspace	Revenue Management	Self	ZA
	Hivrs	Digital Engagement	Self	AU
	iComply2	Financial Planning Advice App	Self	AU
	iFactFind	Advice	Self	AU
	Inherit Australia	Digital Engagement	Self	AU
	Insignis (In Pilot)	Cash Management Solutions	Self	UK
	InTouch	Communication Channel	Self	ZA
	Invessed	Client Portal	Self	UK
	KPRM (Life Insurance Review & Referral)	Practice Management	Custom	AU
	LivePreso Advice	Advice	Self	AU, NZ
	LivePreso Wealth	Digital Engagement	Custom * Iress Partner Integration	AU, NZ
	Lumiant	Client Engagement Advice Platform	Self	AU, NZ
	Mailchimp	campaign email tracking analytics	Custom	GBL
	Advisor Promoter	Marketing	Self * Iress Partner Integration	AU, NZ
	Model Office (In Pilot)	Compliance, governance and risk management	Self	UK
	moneyinfo	Portal	Self	UK
	Moneysoft PFM Factfind	Advice	Self	AU
	MorganAsh	Financial Vulnerability	Self	UK
	myprosperity	Portal	Self	AU
	Nod	Document Management	Self * Iress Partner Integration	AU
	One Click Verify	AML /  Identification Verification	Self	AU
	O&M Profiler	Digital Engagement, Analysis	Custom	UK
	Oxford Risk	Digital Engagement	Self	UK
	Padua Discover	Digital Engagement, Online Fact Find	Self * Iress Partner Integration	AU, NZ
	Paraplanning Online  (PPOL)	Suitability Reports, Cashflow and Fact find	Self	UK
	PlannerPal	AI driven call transcription and insights	Self	UK
	PowerPlanner Adviser Portal	Suitability Report	Self	UK
	Practifi	Practice Management	Self	AU, NZ
	Purple Box Flexibox	Digital Engagement	Self	AU
	QuicklySign	Document Management	Self	ZA
	Recordsure (In Pilot)	Reg Tech / Consumer Duty tooling	Self	UK
	Revex	Practice Management	Self	AU
	Saturn	AI driven call transcription and insights	Self	UK
	Scanshare	Document Management	Self	GBL
	Selectapension	Analysis	Self	UK
	Smartsearch (in pilot)	AML, EID&V	Custom * Iress Partner Integration	UK
	TAL - Digital Adviser	Digital Multi-media Marketing System	Self	AU
	Timelineapp	Research, Cashflow Planning	Self	UK
	TopDocs	Legal documentation prefill and order	Self	AU
	Trustestate	Probate and other legal services	Self	UK
	AdviserTools	Digital Engagement, Online Fact Find	Self	GBL
	Connect	Data management	Self	AU
	SharePoint Connect	Document management	Self	GBL
	Vanilla Mail	Marketing Platform	Self	GBL
	Videosign	Online meetings	Custom	GBL
	VirtualCabinet	DMS	Self	UK
	Voyant	Cashflow Planning	Self	AU, UK
	Papercloud (Watermark)	DMS	Self	UK
	WealthPilot	Digital Engagement	Self	AU
	Worksorted	CRM	Self	AU
	Woven Advice	Data tooling and Practice Management	Self	UK
	Xeppo	Marketing	Self	AU, NZ
	Zerokey	Adviser efficiency	Self	UK

* 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
	Aveni	AI assisted transcription and form population	Self (TBC)	UK
	Avenir	AI report generator	Self (TBC)	UK
	Aviva	Research and analysis	Self (TBC)	UK
	Business Health - Adviser Advance	Business diagnostics and data analysis	Self (TBC)	AU
	(Intiger) Boom	Practice management	Self (TBC)	AU
	ClientsFirst	Customer experiance and marketing (Hubspot connector)	Self (TBC)	UK
	Conquest Planning	Goals and cash flow planning	Self (TBC)	UK
	Elan2 (Elan Squared)	Digital engagement	Self (TBC)	AU
	Engagement Hub	Digital engagement	Self (TBC)	AU
	Estgro	Estate Planning	Self (TBC)	UK
	Finura	Digital engagement	Self (TBC)	AU
	Fifth Logic	Reg Tech / Compliance	Self (TBC)	AU
	Flagstone	Cash mgt. solutions	Self (TBC)	UK
	fuze	Ai assisted data entry and aggregation	Self (TBC)	UK
	Kim	Digital engagement, forms and documents	Self (TBC)	UK
	Lander Systems - Cloudfuse	Digital engagement, marketing, automation + workflow	Self (TBC)	AU, UK
	Mable	Research	Self (TBC)	UK
	Otto	Ai toolkit for paraplanners and advisers	Self (TBC)	UK
	Plutosoft	CRM / workflow	Self (TBC)	AU
	Unity Wealth	Automation	Self (TBC)	UK
	Workiro	Document Managament Systems (new Virtual Cabinet product)	Self (TBC)	UK
	Fastrak - Sprint Technologies	Wealth reporting	On hold	UK
	Prestwood (Truth)	Cashflow modelling	On hold	UK
	Workato	Platform	On hold	GBL

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.