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
Connect by Umlaut	Document management		Standard	Global
Connexian (formerly Investfast) - In Pilot	Digital Engagement		Standard	AU
Dexterous Pro	Automation Workflow		Standard	AU
Dynamic Planner (Distribution Technology)	Digital Engagement		Custom	UK
FE Analytics	Analysis		Custom	AU / UK / SA
Fin365	Digital Engagement		Standard	AU
FujiXerox	Document back scanning		Custom	GBL
GB Group	EID&V service		Custom	GBL
Genovo	Advice		Standard	UK
Hivrs	Digital Engagement		Standard	UK
iFactFind	Advice		Standard	AU
KPRM (Life Insurance Review and Referral Management)	Practice Management		Custom	AU
livepresowealth	Digital Engagement		Custom	AU, NZ
MailChimp	campaign email tracking and analysis		Custom	GBL
moneyinfo	Portal		Standard	UK
Moneysoft PFM Factfind	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	Digital Engagement		Standard	UK
Padua Sorrento	Digital Engagement / Online Fact Find		Standard	AU, NZ
Practifi	Practice Management		Standard	AU, NZ
Revex - Ready for Pilot	Practice Management		Standard (TBC)	AU
ROAR Software – Advanced Integration	Advice Documentation		Standard	AU
ROAR Software – Standard Integration	Digital Engagement		Standard	AU
TIQK	Practice Management		Standard	AU
Timelineapp	Research & Cashflow Planning		Standard	UK
TAL - Digital Adviser	Digital Multi-media Marketing System		Standard	AU
TopDocs	Legal documentation prefill and order		Custom	AU
Videosign	Online meetings		Custom	GBL
VirtualCabinet	DMS		Standard	UK, NZ
Visible Capital	Open Banking - Fact Find		Standard	UK
Voyant	Cashflow Planning		Standard	UK
Papercloud (Watermark)	DMS		Standard+	UK
Wealth Central	Digital Engagement		Custom	AU
WealthPilot - New!	Digital Engagement		Standard	AU
Worksorted	CRM		Standard	AU
Xeppo	Marketing		Standard	AU, NZ
Zoom	On-line Meetings		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.