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Business Health - Adviser Advance

john.gartland
Iress People

Integration overview

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.

Integration summary

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 first is understanding the relative “health” of the business through business diagnostics and data analysis.
  • The next step is creating a plan, or a to do list of the issues that need addressing and their priority. Implementation is next.

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.

 

Setup instructions

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:

  • If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
  • If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
  • If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

 

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.

 

 

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