on 07-08-2025 08:39 PM
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.
Mabel Insights - Iress Xplan two-way integration. From Iress Xplan, import your client’s information and latest arrangements - investments and retirement holdings – into Mabel Insights. Automatically send your client information and reports, created in Mabel Insights, back to Iress Xplan
Software type: Investment Research, Advice and Cashflow Planning
Locale(s): UK
Contact details for integrator: info@mabelinsights.com
Website for integrator: //www.mabelinsights.com/
Description provided by the integrator:
Mabel Insights is a FREE service and provides a comprehensive suite of investment research and planning tools.
Research and due diligence
Adviser planning tools
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.
* * * While in pilot Iress will enable this integration in Xplan on your behalf * * *
In Xplan:
This integration follows the Standard Integration pattern:
In your third party integrator software:
Please contact the Third Party for details about how to enable the integration.
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.