FinCalc

[john.gartland]

Integrator overview

We are pleased to share the news that a new third party integration is now available 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.

Integration Summary

With a 2-way integration, you can quickly and seamlessly transfer your client information between Iress Xplan and FinCalc so you can begin illustrating your client’s financial future concisely and accurately.

Software type: Cashflow and Modelling

Locale(s):  UK

Contact details for integrator:  Support: support@fincalc.co.uk

Website for integrator: https://app.fincalc.co.uk

Description provided by the integrator:

It’s time for Iress Xplan users to Integrate with FinCalc. With a 2-way integration, you can quickly and seamlessly transfer your client information between Iress Xplan and FinCalc so you can begin illustrating your client’s financial future concisely and accurately. You can also upload your reports directly into Iress Xplan from FinCalc.

What Iress Xplan data is used within FinCalc?
  *   All relevant client data and financial modelling information can be transferred between FinCalc and Iress Xplan. Reports can also be uploaded to Iress Xplan.

The effortless integration will pull through items such as:

  *   Income
  *   Assets
  *   Pensions
  *   Savings & Investments
  *   Liabilities
  *   Expenses
  *   Contributions & Withdrawals

You will also be able to utilise the FinCalc Financial Planning tools for your imported clients. Tools such as Cashflow Modeller, Retirement Modeller, DB Analysis & various financial calculators including Income Tax, CGT and Annual Allowance Calculators.

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 been enabled. 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: 

If you are an existing FinCalc customer.
  *   Please contact FinCalc prior to 'self enabling' within Xplan so that the integration can be enabled.

If you don't have a FinCalc Licence.
  *   FinCalc offer personalised demo so that you can see how FinCalc can assist your financial planning process.

* A finCalc User has a monthly charge of £25+vat per user licence (subject to a minimum of 2 user licences). 

What happens next?
  *   Once you are set up in FinCalc you can enjoy the effortless 2-way integration between systems. Simply activate the back-office link in FinCalc, search for your Iress Xplan clients within FinCalc and let the financial planning begin!