Xplan Integrations
cancel
Showing results for 
Search instead for 
Did you mean: 

Custom integrations

Iress People

On custom integrations we work closely with third-party software providers to develop, embed and permission functionality within the Iress product user interface.

Xplan globally integrates with more than 450 third-party systems providing Xplan clients and users with additional functionality across six key categories: client engagement, practice management, gateways (for payments and messaging), investment and insurance product information and research, electronic applications and datafeeds.  

More information about the integrations available in each category—and how to access and leverage them for your business—can be found below.

We have a rich history of building custom integration with third-party providers and will continue to partner with other providers to extend the capability available to our clients.

 

Client engagement

Integrations to help maximise engagement with your clients and deliver a quality experience.

Integration 

More information

Available

SuiteBox - online meetings

Schedule and hold video meetings with clients using Xplan, screen share documents and applications, record advice discussions and return all records of meetings directly to the client’s file notes in Xplan.

Click here for more information

Globally

 

Practice management

Integrations to help maximise engagement with your clients and deliver a quality experience.

Integration 

More information

Available

Microsoft Office Suite

 

Globally

CoreLogic - address lookup

Provision of address suggestion in Xplan for the Australian market.

Australia

QAS - postcode lookup

Provision of postcode lookup for the United Kingdom.

United Kingdom

MailChimp - campaign email tracking and analysis

MailChimp is an email marketing tool that allows you to create and track email campaigns. Sent emails are tracked, and you can view campaign statistics including number of emails opened, email links clicked, and subscription changes.

Click here for more information

Globally

FujiXerox - document back scanning

Transfer files from other digital storage and scanned paper documents to Xplan.

Australia

TopDocs - legal documentation prefill and order

TopDocs is an innovative provider of quality legal documentation—offering a comprehensive range of SMSF, Company, Trust and Estate Planning documentation.

The TopDocs integration enables you to seamlessly order a document from within Xplan and have Xplan client data automatically prefill the TopDocs order forms.

Click here for more information.

Globally

Google Maps - address mapping

Click here for more information.

Globally

 

Gateways

Gateway integrations with eCommerce applications authorise and streamline credit card or direct payment processing and gateways integrations with telecommunication network providers to send and receive text messages.

Integration More information  Available
Payment providers

Xplan can debit invoice payments from credit cards using a third-party payment gateway. The transaction details are sent to the gateway via a secure connection, and the third-party processes the transaction.

Click here for more information

Globally

 

Investment and insurance product information and research

Having access to relevant, up-to-date product information allows you to make qualitative and quantitative comparisons across key criteria to form recommendations for your clients.

For more details about the specific product information and research available in your country, speak with your Iress account manager.

 

Electronic applications

The electronic application (eApps) integrations that we have in place streamline the process of lodging a client’s application with investment and insurance process by providing you with the tools necessary to complete and execute your client’s request directly into a third-party form or system.

For a full listing of eApplications available in your country, speak with your Iress account manager.

 

Datafeeds

Datafeeds are an efficient way to import client data—administered by third-party data vendors— into your Xplan site.  

We have arrangements with hundreds of third-party data providers globally such as stockbrokers, asset/fund managers, investment platforms/wraps and insurance companies.

 

Activation of third-party application integrations are at the discretion of the client and site administrator.

For a full listing of data vendors and the specific data available visit the Xplan Datafeeds section.

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