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Available Integrations

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

Activation Type

Locale

Advice Revolution New!

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 In Pilot

Advice

 Standard

 UK

Avanser

Marketing

Standard

AU, NZ, UK

CashCalc

Digital Engagement

Standard

UK

FE Analytics Analysis Custom AU / UK / SA

FujiXerox

document back scanning

Custom

GBL

GB Group

EID&V service

Custom

GBL

Genovo

Digital Engagement

Standard

UK

iFactFind New!

Advice

Standard (TBC)

AU

livepresowealth

Digital Engagement

Custom

AU

KPRM (Life Insurance Review and Referral Management) In Pilot

 Practice Management

System Settings

AU

MailChimp campaign email tracking and analysis Custom GBL

moneyinfo

Portal

Standard

UK

Moneysoft New!

Advice

Standard

AU

MyNextAdvice

Digital Engagement

Custom

GBL

myprosperity

Portal

Custom

AU

Nod

Document Management

Custom

AU

O&M Systems

Digital Engagement / Analysis

Custom

UK

Padua Sorrento

Digital Engagement

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

TopDocs

Legal documentation prefill and order

Custom

AU

Visible Capital

Open Banking - Fact Find

Custom

UK

Voyant

Digital Engagement

Standard

UK

Papercloud (Watermark) In Pilot

DMS

Standard+

UK

Wealth Central

Digital Engagement

Custom

AU

Xeppo

CRM

Standard

AU




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

Defacto

Research

Standard (TBC)

UK

Dexterous Pro

Digital Engagement

Standard (TBC)

AU

Dorey Financial Management

Digital Engagement

Standard (TBC)

UK

Dubber

 Call recording Ai

Standard (TBC)

Global

Dynamic Planner (Distribution Technology)

Digital Engagement

Standard (TBC)

UK

Econiq

Digital Engagement

Standard (TBC)

AU

FinPal

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

Digital Engagement

Custom (TBC)

AU

Intiger - BOOM

Back-Office / Paraplanning Mgt System

Standard (TBC)

AU/NZ

Investfast

Digital Engagement, focus from accounting angle

Standard (TBC)

AU

Investfit

Digital Engagement

Standard (TBC)

AU

Jade TAL FactFind

Digital Engagement

Custom (TBC)

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

Oxford Risk

Digital Engagement

Standard (TBC)

UK

PlanPlus (Finemetrica)

Digital Engagement

Standard (TBC)

Global

PowerPlanner

Suitability Report

Standard (TBC)

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

Digital Engagement

Standard (TBC)

AU

Trading Valley

Analysis

Custom (TBC)

AU

Virtual Cabinet

DMS

Standard (TBC)

UK

wealthpilot

Digital Engagement

Standard (TBC)

AU

WealthXcel Construct (Tiller Technologies)

Digital Engagement

Standard (TBC)

UK

 

 

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