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.
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
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.
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.
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.