Commspace (Headspace Technologies)

[john.gartland]

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: Live

Activation type (once live): Manual

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 will require set up on their side for the integration to work. 

All clients wishing to use this integration will also need to make a request via their AM in the first instance, who will follow the Integrations process and raise a request for activation. 

For further assistance

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

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