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.
Integration summary
Dynamic Planner - Iress Xplan two-way integration. From Iress Xplan, import your client’s information and latest arrangements - investments and retirement holdings – into Dynamic Planner. Automatically send your client reports, created in Dynamic Planner, back to Iress Xplan
Software type: Advice and Cashflow planning
Locale: United kingdom
Contact details for integrator: support@distribution-technology.com
Website for integrator: https://www.dynamicplanner.com/
Description provided by the integrator:
Dynamic Planner - Iress Xplan two-way integration.
Dynamic Planner is an award winning, market leading digital financial planning and advice platform. We help firms match people with suitable portfolios through engaging financial planning. We provide a Consumer Duty-ready platform that helps advice and wealth firms scale, increase capacity and engage with your clients through mapped investment solutions and digital experiences of the highest quality.
It is an end-to-end flexible system for all your firm’s planning and suitability needs, using a single definition of risk – from client risk profiling, client review, recommendations, cash flow planning and fund research – to ensure nothing is lost in translation in the planning and advice process.
From Iress Xplan, securely import your client’s information and latest arrangements - investments and retirement holdings – into Dynamic Planner. If a client and their arrangements have previously been sent to Dynamic Planner using the integration, this will be updated for the client when using the integration on subsequent attempts. Client reports which have been created and saved in Dynamic Planner will be sent back to Iress Xplan.
On a regular basis we have approx. 500 firms using the integration.
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, then there is then a further step to add a launch button in Xplan. 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. Support teams please refer to the instructions above.
- If you outsource your site administration to Iress: Extra configuration is required to enable this integration. 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:
The third party has a detailed set up and user guide available for Dynamic Planner licence holders in their support portal. If you are an existing licence holder you can find that here.
