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.
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: firstname.lastname@example.org
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.
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.
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.
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