CashCalc: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

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 do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

• Integrationoverview
• Integration summary
• Setup instructions

Integration summary

Using CashCalc’s latest integrations, you can streamline your process and focus on the task at hand. 

Software type: Research & Cashflow Planning

Locale: UK

Access to the integration once activated: Access from CashCalc software

Contact details for integrator: Cashcalc.support@fefundinfo.com 

Website for integrator: https://cashcalc.co.uk/

Description provided by the integrator:

Iress Xplan users can now take advantage of a 2-way integration with CashCalc. By doing so, users can easily send information from CashCalc to Iress Xplan and back again, eliminating the need to re-key client data. Better yet, using CashCalc’s Data Capture Forms to conduct a fact-find, you may not need to key any data at all.

For example, if a user was to create/input investment information in CashCalc, that information would automatically update/generate in Iress Xplan. A range of items can be transferred between CashCalc and Iress Xplan, including:

• Investments
• Pensions
• Assets
• Liabilities
• Incomes
• Expenses

This 2-way integration also comes at no additional cost to the user.  

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 has been enabled for outsourced sites. 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 supplied this setup guide and description of the integration's functionality.