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Available Integrations

jim.farrell
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

Cloud Ready (*)

Activation Type

Locale

Advice Revolution

Digital Engagement

 

cloudtick.PNG

Standard

AU

AdviserForms by Umlaut 

DMS

 

Standard

AU

Advisor Promoter by Moberate

Marketing

 

Custom

AU, NZ

Astute Wheel

Digital Engagement

 cloudtick.PNG

Custom

AU

ATEB Suitability

Advice

 cloudtick.PNG

 Standard

 UK

Avanser

Marketing

 

Standard

AU, NZ, UK

CashCalc

Cashflow Planning

 cloudtick.PNG

Standard

UK

Dexterous Pro

Automation Workflow

 

Standard

AU

Dynamic Planner (Distribution Technology) In Pilot

Digital Engagement

cloudtick.PNG

Custom

UK

FE Analytics Analysis cloudtick.PNG Custom AU / UK / SA

FujiXerox

document back scanning

 

Custom

GBL

GB Group

EID&V service


cloudtick.PNG

Custom

GBL

Genovo

Advice cloudtick.PNG

Standard

UK

iFactFind

Advice

cloudtick.PNG

Standard

AU

livepresowealth

Digital Engagement

 

Custom

AU

KPRM (Life Insurance Review and Referral Management)

 Practice Management

 cloudtick.PNG

System Settings

AU

MailChimp campaign email tracking and analysis  cloudtick.PNG Custom GBL

moneyinfo

Portal

 cloudtick.PNG

Standard

UK

Moneysoft

Advice

 cloudtick.PNG

Standard

AU

MyNextAdvice

Practice Management  

Custom

GBL

myprosperity

Portal

 

Custom

AU

Nod

Document Management

 

cloudtick.PNG

 

Custom

AU

O&M Systems

Digital Engagement / Analysis

 cloudtick.PNG

Custom

UK

Oxford Risk (Ready for Pilot)

Digital Engagement

cloudtick.PNG

Standard

UK

Padua Sorrento

Digital Engagement / Online Fact Find

cloudtick.PNG

Standard

AU

Practifi

Practice Management

 cloudtick.PNG

Standard

AU, NZ

Roar Software - Seido

Digital Engagement

 cloudtick.PNG

Standard

AU

SuiteBox (Videosign)

Online meetings

 cloudtick.PNG

Custom

GBL

TIQK

Practice Management

 cloudtick.PNG

Standard

AU

Timelineapp

Research & Cashflow Planning

 cloudtick.PNG

Standard

UK

VirtualCabinet New!

DMS

 

Standard

UK

TopDocs

Legal documentation prefill and order

 

Custom

AU

Visible Capital

Open Banking - Fact Find

 cloudtick.PNG

Custom

UK

Voyant

Cashflow Planning

 

Standard

UK

Papercloud (Watermark)

DMS

 cloudtick.PNG

Standard+

UK

Wealth Central

Digital Engagement  

Custom

AU

Xeppo

Marketing

 

Standard

AU

* 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

BEiq

Behavioural Measures

Standard (TBC)

UK

Cytrack

Telephony - uplift

Standard (TBC)

AU

DataOps

Digital Engagement

Standard (TBC)

UK

Defaqto

Research

Standard (TBC)

UK

Dorey Financial Management

Digital Engagement

Standard (TBC)

UK

Dubber

 Call recording Ai

Standard (TBC)

Global

eas-e Fica

Compliance Tool / AML

Standard

ZA

Econiq

Digital Engagement

Standard (TBC)

AU

Fin365

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 (Aveni)

Digital Engagement

Custom (TBC)

AU

Insignis

Digital Engagement

Standard (TBC)

UK

Intiger - BOOM

Back-Office / Paraplanning Mgt System

Standard (TBC)

AU/NZ

Investfast

Digital Engagement, focus from accounting angle

Standard (TBC)

AU

Investfit

Practice Management

Standard

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

PlanPlus (Finametrica)

Digital Engagement

Standard (TBC)

Global

PowerPlanner Online (PPOL)

Suitability Reports, Cashflow and Fact find

Standard

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 (Voyage)

Digital Engagement

Standard (TBC)

AU

Trading Valley

Analysis

Custom (TBC)

AU

wealthpilot

Digital Engagement

Standard (TBC)

AU

WealthXcel Construct (Tiller Technologies)

Digital Engagement

Standard (TBC)

UK

Worksorted

CRM

Standard (TBC)

AU

 

 

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