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	Cloud Ready (*)	Activation Type	Locale
Advice Revolution	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	Advice		Standard	UK
Avanser	Marketing		Standard	AU, NZ, UK
CashCalc	Cashflow Planning		Standard	UK
Dexterous Pro	Automation Workflow		Standard	AU
Dynamic Planner (Distribution Technology) In Pilot	Digital Engagement		Custom	UK
FE Analytics	Analysis		Custom	AU / UK / SA
FujiXerox	document back scanning		Custom	GBL
GB Group	EID&V service		Custom	GBL
Genovo	Advice		Standard	UK
iFactFind	Advice		Standard	AU
livepresowealth	Digital Engagement		Custom	AU
KPRM (Life Insurance Review and Referral Management)	Practice Management		System Settings	AU
MailChimp	campaign email tracking and analysis		Custom	GBL
moneyinfo	Portal		Standard	UK
Moneysoft	Advice		Standard	AU
MyNextAdvice	Practice Management		Custom	GBL
myprosperity	Portal		Custom	AU
Nod	Document Management		Custom	AU
O&M Systems	Digital Engagement / Analysis		Custom	UK
Oxford Risk (Ready for Pilot)	Digital Engagement		Standard	UK
Padua Sorrento	Digital Engagement / Online Fact Find		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
VirtualCabinet New!	DMS		Standard	UK
TopDocs	Legal documentation prefill and order		Custom	AU
Visible Capital	Open Banking - Fact Find		Custom	UK
Voyant	Cashflow Planning		Standard	UK
Papercloud (Watermark)	DMS		Standard+	UK
Wealth Central	Digital Engagement		Custom	AU
Xeppo	Marketing		Standard	AU

* 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
BEiq	Behavioural Measures	Standard (TBC)	UK
Cytrack	Telephony - uplift	Standard (TBC)	AU
DataOps	Digital Engagement	Standard (TBC)	UK
Defaqto	Research	Standard (TBC)	UK
Dorey Financial Management	Digital Engagement	Standard (TBC)	UK
Dubber	Call recording Ai	Standard (TBC)	Global
eas-e Fica	Compliance Tool / AML	Standard	ZA
Econiq	Digital Engagement	Standard (TBC)	AU
Fin365	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 (Aveni)	Digital Engagement	Custom (TBC)	AU
Insignis	Digital Engagement	Standard (TBC)	UK
Intiger - BOOM	Back-Office / Paraplanning Mgt System	Standard (TBC)	AU/NZ
Investfast	Digital Engagement, focus from accounting angle	Standard (TBC)	AU
Investfit	Practice Management	Standard	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
PlanPlus (Finametrica)	Digital Engagement	Standard (TBC)	Global
PowerPlanner Online (PPOL)	Suitability Reports, Cashflow and Fact find	Standard	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 (Voyage)	Digital Engagement	Standard (TBC)	AU
Trading Valley	Analysis	Custom (TBC)	AU
wealthpilot	Digital Engagement	Standard (TBC)	AU
WealthXcel Construct (Tiller Technologies)	Digital Engagement	Standard (TBC)	UK
Worksorted	CRM	Standard (TBC)	AU