Dexterous PRO: 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 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.

Integration summary

Dexterous is a Westpac Business of Tomorrow Winner by helping Companies through their software journey. From Planning, Execution and Configuration. The talented Dexterous team have concentrated on creating functionality that you can adapt to your financial planning firm with a flexible XPlan integration.

Software type: Automation Workflow

Locale:  Australia

Contact details for integrator: Robert Nisi info@dexterouspro.com

Website for integrator: https://dexterouspro.com/products/set-solutions/industries/ 

Description provided by the integrator:

Have you ever wished you could really automate your business? We are not talking the automation where you pass data from one software solution to another, we mean Real Automation. The type of automation that allows you to click one button and perform five different actions. The type of automation that your software starts to think for you. Welcome to Dexterous PRO! The majority of our financial planning clients were trying to solve a few major problems. The most consistent was how to better handle the client onboarding process. Using the Dexterous workflow framework, you can streamline this entire process and have your client digitally sign your documents all from within your client portal.

The two co-founders of Dexterous Robert Nisi and Mark Abbott had a very clear vision – to make innovations easier, more accessible, and create a future with greater opportunity & equality for all. They well understood the need for custom software as every business has its own requirements. That’s why the Dexterous framework is flexible, allowing any business the freedom and control to create a unique solution.

From a CRM Predictive Analytics and Online Portals – our expertise lies in clearly perceiving the business goals of our customers, choosing the most appropriate technologies and efficiently developing customized solutions tailored to the customer’s needs. You can do it all with Dexterous – our services are scalable for requirements in every dimension with Endless Features, Endless Configuration Options, and Endless Integrations to provide our clients with the agility they need, on demand, to penetrate existing markets and even open new ones.

Merge data, create actions, determine who needs to sign which document and set time periods. You can even create automated rules based on different document types: SOA, ROA or ATP. The options are endless.

The second most pressing issue for planners has been the fact find form. By using the Dexterous dynamic form framework, you can create unique forms with a difference. Have your team fill out as much of the fact find as possible. Click and select the parts that the client feedback is required. The client gets the digital fact find form with the remaining elements that need to be filled out. Then the magic happens, push the data that has been collected into your XPlan. 

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 for outsourced sites. Please contact your Iress Account Manager to progress this on your behalf.

In your third party integrator software: 

The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.