Live Integrations
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
|
 |
Advice Revolution
|
Digital Engagement
|
Self
|
AU
|
 |
Asendium - Ready for Pilot
|
Advice, Automation + Workflow
|
Self
|
AU
|
 |
Astute Wheel
|
Digital Engagement
|
Custom
|
AU
|
 |
ATEB Suitability
|
Advice
|
Self
|
UK
|
 |
Avanser
|
Marketing
|
Self
|
AU, NZ, UK
|
 |
CashCalc
|
Cashflow Planning
|
Self
|
UK
|
 |
Connexian
(formerly Investfast)
|
Digital Engagement
|
Self
|
AU
|
 |
Contengo
|
Practice Management,
Client Portal
|
Self |
UK
|

|
Defaqto Engage
|
Research & Financial Planning
|
Standard
|
UK/AU
|
 |
Dexterous Pro
|
Automation Workflow
|
Self
|
AU
|
 |
Dynamic Planner
(Distribution Technology)
|
Digital Engagement
|
Custom
|
UK
|

|
EVPro
(ex Evalue)
|
Risk Analysis |
Self |
UK |
 |
FE Analytics |
Analysis |
Custom |
AU, UK, SA |
 |
Fincalc
|
Analysis |
Standard |
UK |
 |
Fin365
|
Digital Engagement
|
Self
|
AU
|
 |
FujiXerox
|
Document back scanning
|
Custom
|
GBL
|
 |
GB Group
|
EID&V service
|
Custom
|
GBL
|
 |
Genovo
|
Advice |
Self
|
UK
|

|
Commspace
In Pilot 26/10/21
|
Revenue Management
|
Self
|
ZA
|
 |
Hivrs
|
Digital Engagement
|
Self
|
AU
|
 |
iFactFind
|
Advice
|
Self
|
AU
|
 |
Invessed
New!
|
Client Portal
|
Self
|
UK
|
 |
KPRM
(Life Insurance Review & Referral)
|
Practice Management
|
Custom
|
AU
|
 |
livepresowealth
|
Digital Engagement
|
Custom
* Iress Partner Integration
|
AU, NZ
|
 |
Mailchimp |
campaign email tracking
analytics
|
Custom |
GBL |
 |
Advisor Promoter
|
Marketing
|
Self
* Iress Partner Integration
|
AU, NZ
|
 |
moneyinfo
|
Portal
|
Self
|
UK
|

|
Moneysoft PFM Factfind
|
Advice
|
Self
|
AU
|
 |
MyNextAdvice
|
Practice Management |
Custom
|
GBL
|
 |
myprosperity
|
Portal
|
Custom
|
AU
|
 |
Nod
|
Document Management
|
Self
* Iress Partner Integration
|
AU
|
 |
One Click Verify
|
AMl Identification Verification
|
Self
|
AU
|
 |
O&M Profiler
|
Digital Engagement,
Analysis
|
Custom
|
UK
|
 |
Oxford Risk
|
Digital Engagement
|
Self
|
UK
|
 |
Padua Sorrento
|
Digital Engagement,
Online Fact Find
|
Self
|
AU, NZ
|
 |
Paraplanning Online
(PPOL)
|
Suitability Reports, Cashflow and Fact find
|
Self
|
UK
|
 |
PowerPlanner Adviser Portal - Ready for pilot
|
Suitability Report
|
Self
|
UK
|
 |
Practifi
|
Practice Management
|
Self
|
AU, NZ
|

|
Revex - Now live!
|
Practice Management
|
Self
|
AU
|
 |
Advanced Integration |
Advice Documentation |
Self
* Iress Partner Integration
|
AU
|
 |
Standard Integration
|
Digital Engagement
|
Self
|
AU
|
 |
Selectapension
|
Analysis |
Self
|
UK
|

|
TAL - Digital Adviser |
Digital Multi-media Marketing System
|
Self
|
AU |

|
TIQK
|
Practice Management
|
Self
|
AU
|
 |
Timelineapp
|
Research,
Cashflow Planning
|
Self
|
UK
|
 |
TopDocs
|
Legal documentation prefill and order
|
Self
|
AU
|
 |
AdviserTools
|
Digital Engagement,
Online Fact Find
|
Self
|
AU
|
 |
Connect
|
Data management
|
Self
|
GBL
|
 |
SharePoint Connect
In pilot
|
Document management
|
Self
|
GBL
|
|
Vanilla Mail
New!
|
Marketing Platform
|
Self
|
GBL
|
 |
Videosign
|
Online meetings
|
Custom
|
GBL
|
 |
VirtualCabinet
|
DMS
|
Self |
UK, NZ
|
 |
Visible Capital
|
Open Banking Fact Find
|
Custom
|
UK
|
 |
Voyant
|
Cashflow Planning
|
Self
|
AU, UK
|
 |
Papercloud (Watermark)
|
DMS
|
Self
|
UK
|
 |
WealthPilot - New!
|
Digital Engagement
|
Self
|
AU
|
 |
Worksorted
|
CRM
|
Self
|
AU
|

|
Xeppo
|
Marketing
|
Self
|
AU, NZ
|
* Iress Partner Integration indicates that a commercial agreement exists between Iress and the Third Party Firm.
Integration Pipeline
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
|
 |
Annature
Proof of Concept
|
Digital Signature |
Self (TBC) |
AU |
 |
Astute Wheel (Direct Integration)
|
Digital Engagement |
Standard |
AU |
 |
Business Health - Adviser Advance
|
Business Diagnostics and Data Analysis |
Standard |
AU |
 |
(Intiger) Boom
|
Practice Management |
Self (TBC) |
AU |

|
EthicAdviser
|
Portal
|
Self (TBC)
|
GBL
|

|
Fintegrate
|
Risk and Recommendations
|
Self (TBC)
|
UK
|

|
Finura
|
Digital Engagement
|
Self (TBC)
|
AU
|

|
Fluent Group: Cloudfuse
|
Digital Engagement, Marketing, Automation + Workflow
|
Self (TBC)
|
AU, UK
|
 |
iComply2 |
Financial Planning Advice App |
Self (TBC) |
AU |

|
Insignis
|
Digital Engagement
|
Self (TBC)
|
UK
|
 |
Lumiant |
Cashflow Planning
|
Self (TBC)
|
AU
|
 |
Mystro
|
Automation + Workflow, Onboarding and Fact Find
|
Self (TBC)
|
AU
|

|
ntware / Canon
|
DMS
|
Custom (TBC)
|
GB
|
 |
Planlogic |
Digital Engagement |
Self (TBC) |
AU |

|
Recordsure
|
Call transcription, DMS, Compliance Tooling
|
Self (TBC)
|
UK
|

|
Scanshare
|
DMS
|
Self (TBC)
|
AU
|
 |
Sixkeys
|
Digital Engagement
|
Self (TBC)
|
UK
|
 |
Sprint Enterprise Technology: Fastrak
|
Financial Product Collation and Reporting
|
Self (TBC)
|
UK
|

|
Telescope FF
(Voyage)
|
Digital Engagement
|
Self (TBC)
|
AU
|

|
Upskill Advisers
|
Audit / Compliance
|
Self (TBC)
|
AU
|

|
Workato
|
Platform
|
Self (TBC)
|
GBL
|
 |
Comentis
Integrator Advises on Hold
|
Client Vulnerability Tool |
Self (TBC) |
UK |
 |
Cytrack
Integrator Advises on Hold
|
Telephony - uplift
|
Self (TBC)
|
AU
|
 |
DataOps
Integrator Advises on Hold
|
Digital Engagement
|
Self (TBC)
|
AU
|

|
Dubber
Integrator Advises on Hold
|
Call recording Ai
|
Self (TBC)
|
GBL
|

|
eas-e Fica
Integrator Advises on Hold
|
Compliance Tool / AML
|
Self (TBC)
|
ZA
|

|
Finametrica / Planplus
Integrator Advises on Hold
|
Risk Tooling
|
Self (TBC)
|
UK
|

|
Futuristic Digital
Integrator Advises on Hold
|
Document Management
|
Self (TBC)
|
AU
|
 |
GreatSoft
Integrator Advises on Hold
|
Digital Engagement
|
Self (TBC)
|
AU
|
 |
Meeco - SVX
Integrator Advises on Hold
|
Personal Data Mgt
|
Self (TBC)
|
AU
|
 |
MorganAsh
Integrator Advises on Hold
|
Digital Engagement
|
Self (TBC)
|
UK
|
 |
MoneyBrilliant
Integrator Advises on Hold
|
Portal
|
Self (TBC)
|
AU
|
 |
Prestwood (Truth)
Integrator Advises on Hold
|
Cashflow Modelling
|
Self (TBC)
|
UK
|
 |
REI - (Realtime Engineered Intelligence)
Integrator Advises on Hold
|
Compliance Tooling
|
Self (TBC)
|
AU
|
 |
StreamlineID
Integrator Advises on Hold
|
Digital Engagement
|
Self (TBC)
|
AU
|
 |
WealthXcel Construct
(Tiller Technologies)
Integrator Advises on Hold
|
Digital Engagement
|
Self (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.