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.
Integrations to help maximise engagement with your clients and deliver a quality experience.
Microsoft Office Suite
CoreLogic - address lookup
Provision of address suggestion in Xplan for the Australian market.
QAS - postcode lookup
Provision of postcode lookup for the 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.
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.
GB Group plc offers a platform called ID3global, home to all your identity verification requirements. Recommended Fraud and PEP/Sanctions checks are also included. Click here for more information.
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.
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.
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.
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 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.
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