We are pleased to share the news that a new third party integration is soon to be 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 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.
Lumiant is a behavioural finance and client experience SaaS platform for use by professionals to serve and engage their clients.
Lumiant is a cloud-based behavioural finance and client experience platform built to support financial professionals to deliver scalable, client-centric advice. Our mission is to radically transform how advice is provided in Australia and across the globe by placing client values at the heart of the proposition.
Lumiant’s proprietary software supported advice process has been designed using a human-centred methodology. It uses behavioural finance and financial data to uncover the underlying motivators driving a client’s financial decisions. Then, with more than ten modules designed to identify, track and measure a household’s wellbeing, goals, strategies and tasks, financial professionals can help guide clients to live their best life.
This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
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.
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