05-05-2022 01:46 PM - edited 24-05-2022 09:03 PM
As a result of low usage, upcoming Zoom API changes and our future focus on what we believe are key wealth management initiatives, we have made the difficult decision to remove the Xplan Zoom Video meeting integration.
From 15 May 2022, you may no longer be able authenticate, create or join Zoom video meetings within Xplan. The remaining work to remove the integration from the Xplan interface will occur in the later part of May.
Update: as of 24 May the Xplan Integration has now been removed from Zooms marketplace. We will be removing the feature in Xplan in the near future.
Once the integration is removed, you will no longer be able to create, schedule or join video meetings from within Xplan. You still have access to your Zoom account and their powerful video meeting features outside of Xplan and this can easily be used to create, join and also schedule meetings with your clients.
We encourage you to use this time to review any processes and start the transition. Your account manager is happy to assist you in this area.
Your Iress Account Manager is available to discuss this further and answer any questions you may have.
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.