Invessed: Iress Open Standard Integration

[melanie.meadwell]

Integration 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

Invessed is a digital customer experience platform for wealth and asset managers. Connect our platform to Xplan

and other systems, to create engaging lead-generation websites, secure client portals and apps.

Software type: Portal

Locale(s):  UK

Contact details for integrator: Support desk - support@invessed.com, Polina Gulei - polina@invessed.com

Website for integrator: https://invessed.com/

Description provided by the integrator:

In a digital-first world, how can wealth managers stay connected to their clients?

Trust, discretion, and finesse have always defined a great Wealth Manager. While the fundamentals
haven't changed, wealth management technology has evolved. A market-leading Client Portal is
essential for today's advisors to reach new audiences, deliver seamless reporting, and maintain strong
client relationships.

Our specialist Client Portal technology provides a cutting-edge experience that elevates your brand,
across web and mobile.

Engage Clients & Build Loyalty

• Meet client demand for secure, on-the-go access
• Foster loyalty with always-on access
• Drive referrals through the Client Portal

Active Protection for Your Clients' Data

• Enjoy the full protection of Microsoft Azure and Google Cloud security investments.
• Protect your data with robust security measures
• Meet rigorous security standards

Simplify Onboarding & Account Management

• Streamline onboarding with intuitive tools
• Integrate seamlessly with your existing systems
• Empower clients with self-service options

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 for outsourced sites. 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.