Connexian (formerly Investfast): Iress Open Standard Integration

[melanie.meadwell]

Integration overview

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 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

Connexian is a technology platform for advisers and investors who hold assets directly. A secure platform, solving the problem of investing in unlisted and private investments. Connect to multiple fund managers from one account.

Software type: Digital Engagement

Locale:  Australia

Contact details for integrator: support@connexian.com.au

Website for integrator: connexian.com.au

Description provided by the integrator:

Connexian is digital infrastructure for financial services. Connexian digital accounts are portable and shareable, enabling direct investor execution across all legal entity types.

A seamless experience for you and your clients: one account for investors and advisers to share across multiple investments, institutions and registries. Set up once with digital signatures, automated KYC, Two-Factor Authentication and trade with multiple financial institutions.

Manage your investment applications like you’ve never had before: Connexian offers visibility throughout the entire investment process, giving you the ability to manage your investments digitally.

Fund Managers: fund managers can access the platform for both digital investor onboarding (KYC/AML) and to access marketing tools to grow funds under management.

XPlan: connect XPlan and a Connexian Business Account to integrate your client data.

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 for assistance..

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.