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Available Integrations

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Iress People

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

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Advice Revolution

Digital Engagement

Self

AU

Asendium_TM_LOGO_Black_02.png

Asendium - Ready for Pilot

Advice, Automation + Workflow

Self

AU

jimfarrell_6-1636666413556.png

Astute Wheel

Digital Engagement

Custom

AU

jimfarrell_13-1636652724601.png

ATEB Suitability

Advice

Self

 UK


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Avanser

Marketing

Self

AU, NZ, UK

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CashCalc

Cashflow Planning

Self

UK

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Connexian

(formerly Investfast)

Digital Engagement

Self

AU

jimfarrell_2-1636708130313.png

Contengo

Practice Management,

Client Portal

Self

UK

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Defaqto Engage

Research & Financial Planning

Standard

UK/AU

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Dexterous Pro

Automation Workflow

Self

AU

jimfarrell_5-1636652492429.png

Dynamic Planner

(Distribution Technology)

Digital Engagement

Custom

UK

melaniemeadwell_0-1645458075691.png

EVPro

(ex Evalue)

Risk Analysis Self UK
jimfarrell_2-1636652399369.jpeg FE Analytics Analysis Custom AU, UK, SA
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Fincalc

 

Analysis Standard UK
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Fin365  

Digital Engagement

Self

AU

jimfarrell_17-1636652846955.png

FujiXerox

Document back scanning

Custom

GBL

jimfarrell_9-1636652611126.jpeg

GB Group 

EID&V service

Custom

GBL

jimfarrell_1-1636652349052.jpeg

Genovo

Advice

Self

UK

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Commspace

In Pilot 26/10/21

Revenue Management

Self

ZA

 

jimfarrell_1-1636707759602.png

Hivrs

Digital Engagement

Self

AU

jimfarrell_4-1636707851491.png

iFactFind

Advice

Self

AU

melaniemeadwell_0-1652781582516.png

Invessed

New!

Client Portal

Self

UK

jimfarrell_2-1636707782129.png

KPRM

(Life Insurance Review & Referral)

 Practice Management

Custom

AU

 

jimfarrell_3-1636707806613.png

livepresowealth

Digital Engagement

Custom

* Iress Partner Integration

AU, NZ

jimfarrell_12-1636652691602.jpeg Mailchimp

campaign email tracking

analytics

Custom GBL
jimfarrell_5-1636666375010.png

Advisor Promoter

Marketing

Self

* Iress Partner Integration

AU, NZ

jimfarrell_18-1636652867598.png

moneyinfo

Portal

Self

UK

jimfarrell_4-1636717941468.jpeg

Moneysoft PFM Factfind

Advice

Self

AU

jimfarrell_0-1636652260418.jpeg

MyNextAdvice

Practice Management

Custom

GBL

jimfarrell_0-1636716672046.png

myprosperity

Portal

Custom

AU

jimfarrell_1-1636716697351.png

Nod

Document Management

Self

* Iress Partner Integration

AU

 

johngartland_0-1651673316677.png

One Click Verify

 

AMl Identification Verification

Self

AU

melaniemeadwell_0-1653374609657.png

O&M Profiler

Digital Engagement,

Analysis

Custom

UK

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Oxford Risk

Digital Engagement

Self

UK

jimfarrell_2-1636716749616.png

Padua Sorrento

Digital Engagement,

Online Fact Find

Self

AU, NZ

PPOL.PNG

Paraplanning Online 

(PPOL)

 

Suitability Reports, Cashflow and Fact find

Self

UK

jimfarrell_3-1636716761380.png

PowerPlanner Adviser Portal - Ready for pilot

Suitability Report

Self

UK

 

jimfarrell_4-1636716781794.png

Practifi

Practice Management

Self

AU, NZ

jimfarrell_8-1636717556187.png

Revex - Now live!

Practice Management

Self

AU

jimfarrell_3-1636717232319.png Advanced Integration Advice Documentation

Self

* Iress Partner Integration

AU

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Standard Integration

Digital Engagement

Self

AU

jimfarrell_5-1636717270954.png

 Selectapension 

Analysis

Self

UK

jimfarrell_1-1636717177294.jpeg

TAL - Digital Adviser

Digital Multi-media Marketing System

Self

AU

jimfarrell_2-1636717222282.png

TIQK

Practice Management

Self

AU

jimfarrell_4-1636652459151.png

Timelineapp

Research,

Cashflow Planning

Self

UK

jimfarrell_0-1636717168950.png

TopDocs

Legal documentation prefill and order

Self

AU

jimfarrell_1-1636666167121.png

AdviserTools 

Digital Engagement,

Online Fact Find

Self

AU

jimfarrell_1-1636666167121.png

Connect

Data management

Self

GBL

jimfarrell_1-1636666167121.png

SharePoint Connect

In pilot

Document management

Self

GBL

 

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Vanilla Mail

New!

Marketing Platform

Self

GBL

jimfarrell_14-1636652751447.png

Videosign

Online meetings

Custom

GBL

jimfarrell_3-1636652427140.png

VirtualCabinet

DMS

Self

UK, NZ

jimfarrell_8-1636652583400.png

Visible Capital

Open Banking Fact Find

Custom

UK

jimfarrell_16-1636652815287.png

Voyant

Cashflow Planning

Self

AU, UK

jimfarrell_15-1636652777201.png

Papercloud (Watermark)

DMS

Self

UK

jimfarrell_2-1636717917985.png

WealthPilot - New!

Digital Engagement

Self

AU

jimfarrell_1-1636717886860.png

Worksorted

CRM

Self

AU

 jimfarrell_0-1636717878754.png

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

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Annature

Proof of Concept

Digital Signature Self (TBC) AU
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Astute Wheel (Direct Integration)

Digital Engagement Standard AU
johngartland_0-1651066225641.png

Business Health - Adviser Advance

Business Diagnostics and Data Analysis Standard AU
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(Intiger) Boom

Practice Management Self (TBC) AU

jimfarrell_0-1636723813542.png

EthicAdviser 

Portal

Self (TBC)

GBL

jimfarrell_0-1636723813542.png

Fintegrate

Risk and Recommendations

Self (TBC)

UK

jimfarrell_0-1636723813542.png

Finura

Digital Engagement

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Fluent Group: Cloudfuse 

Digital Engagement, Marketing, Automation + Workflow

Self (TBC)

AU, UK

johngartland_0-1648733246729.png iComply2  Financial Planning Advice App  Self (TBC)  AU 

jimfarrell_0-1636723813542.png

Insignis

Digital Engagement

Self (TBC)

UK

jimfarrell_0-1636723813542.png Lumiant

Cashflow Planning

Self (TBC)

AU

johngartland_0-1651675207477.png

Mystro

Automation + Workflow, Onboarding and Fact Find

Self (TBC)

AU

jimfarrell_0-1636723813542.png

ntware / Canon

 DMS

Custom (TBC)

GB

jimfarrell_0-1636723813542.png Planlogic Digital Engagement Self (TBC) AU

jimfarrell_0-1636723813542.png

Recordsure

Call transcription, DMS, Compliance Tooling

Self (TBC)

UK

jimfarrell_0-1636723813542.png

Scanshare

DMS

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Sixkeys

Digital Engagement

Self (TBC)

UK

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Sprint Enterprise Technology: Fastrak

Financial Product Collation and Reporting

Self (TBC)

UK


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Telescope FF

(Voyage)

Digital Engagement

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Upskill Advisers

Audit / Compliance

Self (TBC)

AU

jimfarrell_0-1636723813542.png

Workato

Platform

Self (TBC)

GBL

jimfarrell_1-1636723818317.png

Comentis

Integrator Advises on Hold

Client Vulnerability Tool Self (TBC) UK
jimfarrell_1-1636723818317.png

Cytrack

Integrator Advises on Hold

Telephony - uplift

Self (TBC)

AU

jimfarrell_1-1636723818317.png

DataOps

Integrator Advises on Hold

Digital Engagement

Self (TBC)

AU

jimfarrell_1-1636723818317.png

Dubber

Integrator Advises on Hold

Call recording Ai

Self (TBC)

GBL

jimfarrell_1-1636723818317.png

eas-e Fica

Integrator Advises on Hold

Compliance Tool / AML

Self (TBC)

ZA

jimfarrell_1-1636723818317.png

Finametrica / Planplus

Integrator Advises on Hold

Risk Tooling

Self (TBC)

UK

jimfarrell_1-1636723818317.png

Futuristic Digital 

Integrator Advises on Hold

Document Management

Self (TBC)

AU

jimfarrell_1-1636723818317.png

GreatSoft

Integrator Advises on Hold

Digital Engagement

Self (TBC)

AU

jimfarrell_1-1636723818317.png

Meeco - SVX

Integrator Advises on Hold

Personal Data Mgt

Self (TBC)

AU

jimfarrell_1-1636723818317.png

MorganAsh 

Integrator Advises on Hold

Digital Engagement

Self (TBC)

UK

jimfarrell_1-1636723818317.png

MoneyBrilliant 

Integrator Advises on Hold

Portal

Self (TBC)

AU

jimfarrell_1-1636723818317.png

Prestwood (Truth)

Integrator Advises on Hold

Cashflow Modelling

Self (TBC)

UK

jimfarrell_1-1636723818317.png

REI - (Realtime Engineered Intelligence)

Integrator Advises on Hold

Compliance Tooling

Self (TBC)

AU

jimfarrell_1-1636723818317.png

StreamlineID

Integrator Advises on Hold

Digital Engagement

Self (TBC)

AU

jimfarrell_1-1636723818317.png

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.

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