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Xplan Integrations
Details of all the companies who integrate with us
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Hivrs

jim.farrell
Iress People

Integration overview

This is a standard integration which means that it is being 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

Hivrs is a workflow automation platform that allows you to integrate Xplan with other applications in order to amplify your team’s productivity.

Software type: Digital Engagement, Automation

Locale:  AU

Contact details for integrator: You can contact Hivrs directly on 1300 300 960.

Website for integrator: http://hivrs.com/Industries/Financial-Services

 Description provided by the integrator:

Are you looking to improve the efficiency of your business and take advantage of a growing ecosystem of applications that can help you amplify your team’s productivity? Hivrs provides a single platform for integration & workflow automation across your organisation.

With over 20 years financial planning experience and a myriad of workflow templates to start from, the Hivrs team has the answers to help you automate your business operations.

 

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

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