Finura

[dexter.manuel]

Integration overview

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

This is a custom integration which means that the integration was built by the third party integrator in conjunction with Iress.  You may not be able to enable the connection directly and should refer to the setup instructions for clarification on how to proceed.

Integration summary

Software type: Advice

Locale(s):  Australia

Contact details for integrator: support@advicedesigner.com

Website for integrator:  advicedesigner.com

Description provided by the integrator:

Advice Designer is a powerful digital advice presentation platform that integrates seamlessly with Xplan via the Iress Open standard. Designed to enhance the way financial advice is delivered, Advice Designer enables advisers to create, present, and share visually engaging Statements of Advice (SoAs) and digital presentations directly from Xplan data.

With this integration, users can streamline their advice process by pulling client data, plans, and documents from Xplan into Advice Designer’s intuitive interface. The result is a dynamic, interactive experience for clients that includes secure access to advice summaries, key attachments, and educational videos—all in one beautifully designed digital package.

Key Features:

• Xplan Data Sync: Import client details, research and financial modelling directly from Xplan.
• Interactive Presentations: Create engaging, multimedia-rich advice presentations.
• Secure Sharing: Deliver advice securely via digital channels.
• Custom Branding: Tailor presentations to reflect your brand and client experience.
• Client-Friendly Navigation: Present advice in a clear, step-by-step format that’s easy for clients to follow and understand.

Benefits:

• Elevates client engagement through modern, digital-first advice delivery.
• Reduces time spent on document formatting and presentation design.
• Enhances compliance with secure, trackable document sharing.
• Supports hybrid and remote advice models with ease.

 Getting Started:

To enable the Advice Designer integration in Xplan, contact your Iress account manager or reach out to the Advice Designer team via advicedesigner.com or the Help Center.