on
25-03-2021
06:23 PM
- last edited on
20-03-2023
07:59 PM
by
melanie.meadwel
The table below relates to Third Party Integrations supported by the Iress Open Integration framework, and does not include data feeds which can be viewed here.
Activation Type informs you of the process to set up an integration; Self takes advantage of the simplified agreements and automated facility detailed here, Custom may require more steps. Instructions to enable, and more detail about the the third party solution, has been provided by the Integrators and is contained in the linked articles.
Integrator |
Product |
Service Type |
Activation Type |
Locale |
Digital Engagement |
Self |
GBL |
||
Annature In Pilot 20/03/23 |
Document Management |
Self |
AU |
|
In Pilot |
Advice, Automation + Workflow |
Self |
AU |
|
Digital Engagement |
Custom |
AU |
||
Advice |
Self |
UK |
||
Marketing |
Self |
AU, NZ, UK |
||
Beeswax (Lemonaide) |
Practice Management |
Self |
ZA |
|
Cashflow Planning |
Self |
UK |
||
Pilot 8th February 2023 |
Financial Vulnerability |
Self |
UK |
|
Digital Engagement |
Self |
AU |
||
Practice Management, Client Portal |
Self |
UK |
||
Previously ROAR |
Advice Documentation |
Self * Iress Partner Integration |
AU |
|
|
Previously ROAR |
Digital Engagement |
Self |
AU |
|
Research & Financial Planning |
Standard |
UK, AU |
|
Automation Workflow |
Self |
AU |
||
Digital Engagement |
Self |
UK |
||
|
Portal | Self | AU | |
|
(ex Evalue) |
Risk Analysis | Self | UK |
FE Analytics | Analysis | Custom | AU, UK, ZA | |
|
Analysis | Standard | UK | |
Digital Engagement |
Self |
AU |
||
Document back scanning |
Custom |
GBL |
||
|
FYI In Pilot 18/01/23 |
Document Management |
Standard |
UK |
EID&V service |
Custom |
GBL |
||
Advice |
Self |
UK |
||
|
Revenue Management |
Self |
ZA |
|
|
Digital Engagement |
Self |
AU |
|
|
New 30/6/22 |
Financial Planning Advice App | Self (TBC) | AU |
Advice |
Self |
AU |
||
Digital Engagement |
Self |
AU |
||
Client Portal |
Self |
UK |
||
(Life Insurance Review & Referral) |
Practice Management |
Custom |
AU |
|
|
Advice |
Self |
AU, NZ |
|
Digital Engagement |
Custom * Iress Partner Integration |
AU, NZ |
||
|
Active 12/2022 |
Client Engagement Advice Platform |
Standard | AU, NZ |
Mailchimp |
campaign email tracking analytics |
Custom | GBL | |
Marketing |
Self * Iress Partner Integration |
AU, NZ |
||
Portal |
Self |
UK |
||
|
Advice |
Self |
AU |
|
|
Now live 11/01/23 |
Digital Engagement |
Self |
UK |
Portal |
Custom |
AU |
||
Document Management |
Self * Iress Partner Integration |
AU |
||
|
AML / Identification Verification |
Self |
AU |
|
Digital Engagement, Analysis |
Custom |
UK |
||
Digital Engagement |
Self |
UK |
||
|
Active 9/11/22 |
Digital Engagement, Online Fact Find |
Self |
AU, NZ |
|
Suitability Reports, Cashflow and Fact find |
Self |
UK |
|
NEW 8/11/22 |
Suitability Report |
Self |
UK |
|
|
Practice Management |
Self |
AU, NZ |
|
|
Purple Box |
Digital Engagement |
Self |
AU |
In Pilot 19/12/22 |
Document Management |
Self |
SA |
|
|
Practice Management |
Self |
AU |
|
|
Analysis |
Self |
UK |
|
|
TAL - Digital Adviser |
Digital Multi-media Marketing System |
Self |
AU |
|
Practice Management |
Self |
AU |
|
Research, Cashflow Planning |
Self |
UK |
||
TopDocs |
Legal documentation prefill and order |
Self |
AU |
|
Digital Engagement, Online Fact Find |
Self |
AU |
||
Data management |
Self |
GBL |
||
Document management |
Self |
GBL |
||
|
Marketing Platform |
Self |
GBL |
|
Online meetings |
Custom |
GBL |
||
DMS |
Self |
UK, NZ |
||
Cashflow Planning |
Self |
AU, UK |
||
Papercloud (Watermark) |
DMS |
Self |
UK |
|
Digital Engagement |
Self |
AU |
||
CRM |
Self |
AU |
||
|
Marketing |
Self |
AU, NZ |
* Iress Partner Integration indicates that a commercial agreement exists between Iress and the Third Party Firm.
Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative. We have provided a progress status indication where known but cannot comment on the specifics of a Third Party build or their actual delivery time-frame.
Status |
Integrator |
Type |
Activation Type |
Locale |
Digital Engagement | Standard | AU | ||
Business Health - Adviser Advance |
Business Diagnostics and Data Analysis | Standard | AU | |
(Intiger) Boom |
Practice Management | Self (TBC) | AU | |
Wealth Reporting |
Self (TBC) |
GB |
||
|
Finura |
Digital Engagement |
Self (TBC) |
AU |
|
Flagstone |
Portal |
Self (TBC) |
UK |
|
Digital Engagement, Marketing, Automation + Workflow |
Self (TBC) |
AU, UK |
|
|
Digital Engagement |
Self (TBC) |
UK |
|
|
Communication Channel |
Self (TBC) |
ZA |
|
Mystro |
Automation + Workflow, Onboarding and Fact Find |
Self (TBC) |
AU |
|
Platform |
on hold |
GBL |
||
Visible Capital |
Open-Banking Factfind |
No longer available |
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.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.