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Xplan Integrations
Details of all the companies who integrate with us
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Available Integrations

jim.farrell
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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Annature

Document Management

Self 

AU 

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Asendium

Advice, Automation + Workflow

Self

AU

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Astute Wheel

In Pilot 11/23

Digital Engagement

Custom

AU

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ATEB Suitability

Advice

Self

 UK


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Avanser

Marketing

Self

AU, NZ, UK

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Beeswax (Lemonaide)

Practice Management

Self

ZA

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CashCalc

Cashflow Planning

Self

UK

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CO:MENTIS

Financial Vulnerability

Self

UK

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Connexian

(formerly Investfast)

Digital Engagement

Self

AU

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Contengo

Practice Management,

Client Portal

Self

UK

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Advanced Integration

Previously ROAR

Advice Documentation

Self

* Iress Partner Integration

AU

 

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Standard Integration

Previously ROAR

Digital Engagement

Self

AU

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Defaqto Engage

Research & Financial Planning

Self

UK, AU

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Dexterous Pro

Automation Workflow

Self

AU

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Dynamic Planner

(Distribution Technology)

Digital Engagement

Self

UK

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Elemnta
(formerly Advice Revolution)

Digital Engagement Self GBL

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Ethic Adviser

Portal Self AU

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EVPro

(ex Evalue)

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

 

Analysis Self UK
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Fin365  

Digital Engagement

Self

AU

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FujiXerox

Document back scanning

Custom

GBL

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FYI 

(In Pilot)

Document Management

Self

AU, UK, ZA

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GB Group 

EID&V service

Custom

* Iress Partner Integration

GBL

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Genovo

Advice

Self

UK

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Commspace

Revenue Management

Self

ZA

 

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Hivrs

Digital Engagement

Self

AU

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iComply2 

Financial Planning Advice App  Self AU 
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iFactFind

Advice

Self

AU

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Inherit Australia

Digital Engagement

Self

AU

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InTouch

Communication Channel

Self

ZA

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Invessed

Client Portal

Self

UK

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KPRM

(Life Insurance Review & Referral)

 Practice Management

Custom

AU

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LivePreso Advice

Advice

Self

AU, NZ

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LivePreso Wealth

Digital Engagement

Custom

* Iress Partner Integration

AU, NZ

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Lumiant

Client Engagement Advice Platform

Self AU, NZ
jimfarrell_12-1636652691602.jpeg Mailchimp

campaign email tracking

analytics

Custom GBL
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Advisor Promoter

Marketing

Self

* Iress Partner Integration

AU, NZ

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moneyinfo

Portal

Self

UK

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Moneysoft PFM Factfind

Advice

Self

AU

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MorganAsh

Digital Engagement

Self

UK

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myprosperity

Portal

Self

AU

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Nod

Document Management

Self

* Iress Partner Integration

AU

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One Click Verify

AML /  Identification Verification

Self

AU

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O&M Profiler

Digital Engagement,

Analysis

Custom

UK

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Oxford Risk

Digital Engagement

Self

UK

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Padua Discover

Digital Engagement,

Online Fact Find

Self

* Iress Partner Integration

AU, NZ

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Paraplanning Online 

(PPOL)

 

Suitability Reports, Cashflow and Fact find

Self

UK

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PlannerPal

Live June 2024

AI driven call transcription and insights

Self

UK

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PowerPlanner Adviser Portal

Suitability Report

Self

UK

 

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Practifi

Practice Management

Self

AU, NZ

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Purple Box

Flexibox

Digital Engagement

Self

AU

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QuicklySign

Document Management

Self

ZA

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Recordsure

Pilot April 2024

Reg Tech / Consumer Duty tooling

Self

UK

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Revex 

Practice Management

Self

AU

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Saturn

Pilot April 2024

AI driven call transcription and insights

Self

UK

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Scanshare

Document Management

Self

GBL

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 Selectapension 

 

Analysis

Self

UK

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TAL - Digital Adviser

Digital Multi-media Marketing System

Self

AU
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Timelineapp

Research,

Cashflow Planning

Self

UK

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TopDocs

Legal documentation prefill and order

Self

AU

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trustestate

Pilot Jan 2024

Estate Management and probate filing

Self

UK

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AdviserTools 

Digital Engagement,

Online Fact Find

Self

AU

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Connect

Data management

Self

GBL

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SharePoint Connect

Document management

Self

GBL

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Vanilla Mail

Marketing Platform

Self

GBL

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Videosign

Online meetings

Custom

GBL

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VirtualCabinet

DMS

Self

UK

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Voyant

Cashflow Planning

Self

AU, UK

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Papercloud (Watermark)

DMS

Self

UK

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WealthPilot

Digital Engagement

Self

AU

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Worksorted

CRM

Self

AU

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Woven Advice

Pilot Jan 2024

Data tooling and Practice Management

Self

UK

 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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Aveni

AI assisted transcription and form population Self (TBC) UK
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Aviva

Research and analysis Self (TBC) UK
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Business Health - Adviser Advance

Business diagnostics and data analysis Self (TBC) AU
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(Intiger) Boom

Practice management Self (TBC) AU
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ClientsFirst

Customer experiance and marketing (Hubspot connector)

Self (TBC)

UK

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Conquest Planning

Goals and cash flow planning

Self (TBC)

UK

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DCI
(Data Compliance & Integrity)

Practice management

Self (TBC)

UK

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Elan2
(Elan Squared)

Digital engagement

Self (TBC)

AU

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Engagement Hub

Digital engagement

Self (TBC)

AU

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Estgro

Estate Planning

Self (TBC)

UK

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Finura

Digital engagement

Self (TBC)

AU

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Fifth Logic

Reg Tech / Compliance

Self (TBC)

AU

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Flagstone

Cash mgt. solutions

Self (TBC)

UK

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Fluent Group: Cloudfuse 

Digital engagement, marketing, automation + workflow

Self (TBC)

AU, UK

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Insignis

Cash mgt. solutions

Self (TBC)

UK

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Kim

Digital engagement, forms and documents

Self (TBC)

UK

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Mable

Research

Self (TBC)

UK

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Model Office

Compliance, governance and risk management

Self (TBC)

UK

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Mystro

Automation, workflow, onboarding and fact find

Self (TBC)

AU

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Plutosoft

CRM / workflow

Self (TBC)

AU

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Workiro

Document Managament Systems (new Virtual Cabinet product)

Self (TBC)

UK

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Fastrak - Sprint Technologies  

Wealth reporting

On hold

UK

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Prestwood (Truth) 

Cashflow modelling

On hold

UK

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Workato 

Platform

On hold

GBL

 

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.