on 24-06-2022 04:49 PM
We are pleased to share the news that a new third party integration is in development for Xplan users.
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 does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
Fastrak has been developed for forward thinking wealth management firms who want to provide their clients with the same high-quality reports across all the Investment Platform they operate in an efficient manner.
Software type: Research and reporting
Locale(s): UK
Contact details for integrator: Simon Hewerdine simon.hewerdine@sprintenterprise.co.uk
Website for integrator: https://www.sprintenterprise.co.uk/
Description provided by the integrator:
Fastrak from Sprint Enterprise Technology has been developed over the last 12 years to enable Wealth Management firms to deliver exceptional client reporting. Fastrak automatically collects investment data from Xplan and your investment platforms and provides workflow and reporting functionality to enable you to build a new investment recommendation, client portfolio rebalancing reporting, switching clients out of one fund and into another, performance and valuation reports and providing a secure client portal.
Fastrak's value proposition is around enhancing productivity and producing higher quality and fully branded client reports.
Fastrak has integrations in place with most investment platforms and pulls all your data into one single, clean set of data and provides you with a powerful and fully configurable reporting front end to produce the quality of reports that you want for your clients
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:
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.
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.