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.
* 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
|