Connect by Umlaut - 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 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

Connect easily and securely integrates your financial advisory business and client files with Xplan through a custom document management system.

Connect works just like the Dropbox app or the desktop version of Google Drive and it can be cloud or server based. Simply create client folders in your Connect, then drag and drop the files into the appropriate folder. It’s purpose built to securely integrate your files with Xplan, using a convenient and familiar workflow and intuitive operation.

The SharePoint connector allows you to integrate your Microsoft SharePoint site securely and seamlessly with your XPLAN. Files will sync between both systems minimising double handling, assisting compliance ensuring you have a secure copy of your files at all times.

Software type: Document Management

Locale:  Global

Contact details for integrator:  partner@umlautit.com.au | 1300 80 95 80

Website for integrator: https://umlautsolutions.com.au/solutions/connect/

Description provided by the integrator:

Securely digitise, transfer, save and manage your business and client document management process with this seamless integration solution for XPLAN. Make it easy for your team to find information and ensure compliance with document reporting. Combined with Umlaut processing services, have your physical files scanned and file servers uploaded though the Umlaut Connect application key.

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 not yet been enabled. Please contact your Iress Account Manager who will be able to 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:

To activate this integration email partner@umlautit.com.au or call 1300 80 95 80.