Xplan Integrations
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Available Integrations

Iress People

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

Moberate

Marketing

Custom

AU, NZ

myprosperity

Portal

Custom

AU

Padua Sorrento

Digital Engagement

Standard

AU

Practifi

Practice Management

Standard

AU, NZ

livepresowealth

Digital Engagement

Custom

AU

TIQK

Practice Management

Standard

AU

AdviserForms by Umlaut 

DMS

Standard

AU

Xeppo

CRM

Standard

AU

CashCalc

Digital Engagement

Standard

UK

Genovo

Digital Engagement

Standard

UK

moneyinfo

Portal

Standard

UK

O&M Systems

Digital Engagement / Analysis

Standard

UK

Voyant

Digital Engagement

Standard

UK

Avanser

Marketing

Standard

AU

MyNextAdvice

Digital Engagement

Custom

GBL

GB Group

EID&V service

Custom

GBL

Wealth Central

Digital Engagement

Custom

AU

SuiteBox

Online meetings

Custom

GBL

TopDocs

Legal documentation prefill and order

Custom

AU

FujiXerox

document back scanning

Custom

GBL

MailChimp

campaign email tracking and analysis

Custom

GBL




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

Advice Revolution

Digital Engagement

Standard (TBC)

AU

Dexterous Pro

Digital Engagement

Standard (TBC)

AU

FinPal

Digital Engagement

Standard (TBC)

AU

GreatSoft

Digital Engagement

Standard (TBC)

AU

iFactFind

Digital Engagement

Standard (TBC)

AU

Investfit

Digital Engagement

Standard (TBC)

AU

Jade TAL FactFind

Digital Engagement

Custom (TBC)

AU

MoneyBrilliant

Portal

Standard (TBC)

AU

Moneysoft

Portal

Standard (TBC)

AU

Revex

Practice Management

Standard (TBC)

AU

Scanshare

DMS

Standard (TBC)

AU

StreamlineID

Digital Engagement

Standard (TBC)

AU

Telescope FF

Digital Engagement

Standard (TBC)

AU

Trading Valley

Analysis

Custom (TBC)

AU

wealthpilot

Digital Engagement

Standard (TBC)

AU

YTML - Seido

Digital Engagement

Standard (TBC)

AU

YTML - Binder

DMS

Custom (TBC)

AU

Goodments

Portal

Standard (TBC)

Global 

PlanPlus (Finemetrica)

Digital Engagement

Standard (TBC)

Global

ATEB

Digital Engagement

Standard (TBC)

UK

Defacto

Research

Standard (TBC)

UK

Distribution Technology (Dynamic Planner)

Digital Engagement

Standard (TBC)

UK

Dorey Financial Management

Digital Engagement

Standard (TBC)

UK

FE Analytics

Analysis

Custom (TBC)

UK

JHC

Digital Engagement

Standard (TBC)

UK

Oxford Risk

Digital Engagement

TBC

UK

Select-a-Pension

Analysis

Standard (TBC)

UK

Watermark - Papercloud

DMS

Standard (TBC)

UK