Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Commspace (Headspace Technologies)

john.gartland
Iress People

Overview

We are pleased to share the news that a new third party integration is now in early discussions 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 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.

 

Integration details

Commspace is a web-based application that tracks, allocates and manages adviser revenue, targeting for financial advisers, ranging from single adviser practices to large corporates.

 

Software type: Revenue Management 

Locale:  South Africa

Expected delivery: TBA

Activation type (once live): TBA

 

Contact details for integrator: support@commspace.co.za

Website for integrator: https://www.commspace.co.za

 

Description provided by the integrator:

Commspace is a web-based application that tracks, allocates and manages adviser revenue (provider commission and fee-for-advice), targeting for financial advisers, ranging from single adviser practices to large corporates. Commspace can seamlessly read commission statements from various financial institutions and can address any permutation of commission splits between brokers, offices, referrers, etc. It offers mind-blowing, out-the-box Revenue Business Intelligence and Analytics, along with super-flexible reporting.The product’s main strengths are simplicity and ease-of-use, with all the complexity and intelligence tucked away under the covers through clever engineering and automation, leaving the end-user with a great user experience. We offer essentially a “revenue management module”, which can be “plugged in” to any practice management set of tools via integration.

 

Setup Instructions

 This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.

 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

 

Related articles

  • TBA
X
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website