We are pleased to share the news that a new third party integration is now in development.
This is a standard integration which means that it is being 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.
Contengo offers a branded client portal with smart onboarding, secure communication and document sharing. Branded portfolio performance reporting. Pershing data loading transformation and reporting, including full transaction data and analysis.
Software type: Portal and Practice Management
Expected delivery: TBC (initiation 26/3/21)
Activation type (once live): TBC
Contact details for integrator: firstname.lastname@example.org
Contengo Ltd has developed under their ‘FUSE’ program a suite of microservices applications designed to easily integrate with each other and exchange data between other systems for the purpose of enterprise resource planning for professional services firms.
Constructed around a central main database, FUSE offers the following tools:
Data Aggregation, Technical Administration, Reporting and Exporting, Adviser & Client, Practice Management.
The data Aggregation tool, automatically pulls in raw data in any format (eg ODI data, spreadsheets, CSV etc) and even auto-detects new file types. The data is converted through a series of steps into any output format required.
The technical administration console allows firms that have an in-house development capability to monitor and control the data aggregation and alter output reports as required.
Reporting and exporting provide branded Client reporting capabilities, exports to other systems or partners, and internal MI and reports.
The Adviser and Client portals offer smart onboarding and communication with customers using the Azure security platform and Active directory to ensure authorisations and permissions security is watertight.
The Practice management tool is a window into your data, CRM and workflow. It is the main application that you will open every day to run your business.
This integration is being 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.
Further guidance on how to setup and use the integration will be located in Related Articles below.
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.
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