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.
