on 13-05-2022 07:47 AM
We are pleased to share the news that a new third party integration is in development for Xplan users.
This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template. Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
Adviser Advance allows the business owner to easily access diagnostics, data, tools and templates to implement proven strategies that lead to a more efficient, profitable and valuable financial advice business.
Software type: Practice Management
Locale(s): AU
Contact details for integrator: Tony Stephens – tony@businesshealth.com
Website for integrator: www.businesshealth.com
Description provided by the integrator:
Adviser Advance allows the business owner to easily access diagnostics, data, tools and templates to implement proven strategies that lead to a more efficient, profitable and valuable financial advice business.
There a number of steps required in any business improvement process.
The Adviser Advance program provides both the diagnostics and data, and tools and templates that help the practice implement key strategies and actions. Reviewing the progress to plan and the success of the strategies is the last step. Making sure the key metrics and provided, analysed and reviewed to determine the success of the implementation and what needs to be done to continue on the journey to a better business, including benchmarking your performance against your peers and best practice.
The outcome, a more efficient, profitable and valuable financial advice business.
Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.
In Xplan:
This integration follows the Standard Integration pattern:
In your third party integrator software:
The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.