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Available Integrations

jim.farrell
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

Cloud Ready (*)

Activation Type

Locale

Advice Revolution

Digital Engagement

 

cloudtick.PNG

Standard

AU

AdviserForms by Umlaut 

DMS


cloudtick.PNG

Standard

AU

Advisor Promoter by Moberate

Marketing

 

Custom

AU, NZ

Astute Wheel

Digital Engagement

 cloudtick.PNG

Custom

AU

ATEB Suitability

Advice

 cloudtick.PNG

Standard

 UK

Avanser

Marketing

 

Standard

AU, NZ, UK

CashCalc

Cashflow Planning

 cloudtick.PNG

Standard

UK

Connect by Umlaut

Document management

cloudtick.PNG

Standard

Global

Connexian (formerly Investfast) - In Pilot

Digital Engagement

cloudtick.PNG

Standard

AU

Dexterous Pro

Automation Workflow

 

Standard

AU

Dynamic Planner (Distribution Technology)

Digital Engagement

cloudtick.PNG

Custom

UK

FE Analytics Analysis cloudtick.PNG Custom AU / UK / SA

Fin365  

Digital Engagement

cloudtick.PNG

Standard

AU

FujiXerox

Document back scanning

 cloudtick.PNG

Custom

GBL

GB Group 

EID&V service


cloudtick.PNG

Custom

GBL

Genovo

Advice cloudtick.PNG

Standard

UK

Hivrs

Digital Engagement

cloudtick.PNG

Standard

UK

iFactFind

Advice

cloudtick.PNG

Standard

AU

KPRM (Life Insurance Review and Referral Management)

 Practice Management

cloudtick.PNG

Custom

AU

livepresowealth

Digital Engagement

 

Custom

AU, NZ

MailChimp campaign email tracking and analysis  cloudtick.PNG Custom GBL

moneyinfo

Portal

 cloudtick.PNG

Standard

UK

Moneysoft PFM Factfind

Advice

 cloudtick.PNG

Standard

AU

MyNextAdvice

Practice Management  cloudtick.PNG

Custom

GBL

myprosperity

Portal

 

Custom

AU

Nod

Document Management

cloudtick.PNG

 

Custom

AU

O&M Systems

Digital Engagement / Analysis

 cloudtick.PNG

Custom

UK

Oxford Risk

Digital Engagement

cloudtick.PNG

Standard

UK

Padua Sorrento

Digital Engagement / Online Fact Find

cloudtick.PNG

Standard

AU, NZ

Practifi

Practice Management

 cloudtick.PNG

Standard

AU, NZ

Revex - Ready for Pilot

Practice Management

cloudtick.PNG

Standard (TBC)

AU

ROAR Software – Advanced Integration Advice Documentation cloudtick.PNG

Standard

AU

ROAR Software – Standard Integration

Digital Engagement

 cloudtick.PNG

Standard

AU

TIQK

Practice Management

 cloudtick.PNG

Standard

AU

Timelineapp

Research & Cashflow Planning

 cloudtick.PNG

Standard

UK

TAL - Digital Adviser

Digital Multi-media Marketing System

cloudtick.PNG

Standard

AU

TopDocs

Legal documentation prefill and order

 

Custom

AU

Videosign

Online meetings

 cloudtick.PNG

Custom

GBL

VirtualCabinet

DMS

 cloudtick.PNG

Standard

UK, NZ

Visible Capital

Open Banking - Fact Find

 cloudtick.PNG

Standard

UK

Voyant

Cashflow Planning

 

Standard

UK

Papercloud (Watermark)

DMS

 cloudtick.PNG

Standard+

UK

Wealth Central 

Digital Engagement  

Custom

AU

WealthPilot - New!

Digital Engagement

cloudtick.PNG

Standard

AU

 Worksorted

CRM

cloudtick.PNG

Standard

AU

Xeppo

Marketing

 

Standard

AU, NZ

Zoom

On-line Meetings

cloudtick.PNG

Custom

GBL

* Iress have written to Third Party Integrators and asked them to verify that their solution will operate as expected where a Client Xplan site has been migrated to the Iress Cloud Solution


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

 
Asendium Advice Documents Standard (TBC) AU  
Comentis Client Vulnerability Tool Standard UK  

Commspace (Headspace Tech)

Revenue Management

Standard 

ZA

 

Contengo

Pratice Management

Standard (TBC)

UK

 

Cytrack - Integrator Advises on Hold

Telephony - uplift

Standard (TBC)

AU

 

DataOps  Integrator Advises on Hold

Digital Engagement

Standard (TBC)

AU

 

Defaqto

Research

Standard

UK

 

Dubber - Integrator Advises on Hold

Call recording Ai

Standard (TBC)

Global

 

eas-e Fica      (12/5/21 On Hold By Integrator)

Compliance Tool / AML

Standard

ZA

 
EV (ex Evalue) Risk Analysis Standard UK  

Fintegrate

Risk and Recommendations

Standard (TBC)

UK

 

Futuristic Digital

Document Management

Standard (TBC)

AU

 

Goodments EthicalAdviser (by Douugh)

Portal

Standard (TBC)

Global 

 

GreatSoft- Integrator Advises on Hold

Digital Engagement

Standard (TBC)

AU

 

Insignis

Digital Engagement

Standard (TBC)

UK

 
Lumiant

Cashflow Planning

Standard

AU

 
Meeco - SVX - Integrator Advises on Hold

Personal Data Mgt

Standard (TBC)

AU

 

MoneyBrilliant

Portal

Standard (TBC)

AU

 

ntware / Canon

 DMS

Custom (TBC)

Global

 

Paraplanning Online (PPOL)

Suitability Reports, Cashflow and Fact find

Standard

UK

 
Planlogic Digital Engagement Standard AU  

PlanPlus (Finametrica)

Digital Engagement

Standard (TBC)

Global

 

Prestwood (Truth)

Cashflow Modelling

Standard

UK

 

PowerPlanner Adviser Portal

Suitability Report

Standard 

UK

 

Recordsure

Call transcription, DMS, Compliance Tooling

Standard (TBC)

UK

 

REI (Realtime Engineered Intelligence)

Compliance Tooling

Standard (TBC)

AU

 

Scanshare

DMS

Standard (TBC)

AU

 

Select-a-Pension

Analysis

Standard (TBC)

UK

 

StreamlineID

Digital Engagement

Standard (TBC)

AU

 

Telescope FF (Voyage)

Digital Engagement

Standard (TBC)

AU

 

Trading Valley

Analysis

Custom (TBC)

AU

 

WealthXcel Construct (Tiller Technologies)

Digital Engagement

Standard (TBC)

UK

 

 

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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