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
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
- Analyse model portfolio and fund data for 80+ Discretionary Fund Managers
- Easily compare their performance, positioning, and latest portfolio changes
- 1,600+ portfolios risk rated
- Conduct whole-of-market analysis to find the right DFM strategy range for your clients
Adviser planning tools
- Fact Find: Complete your client fact find including health, vulnerability and sustainable investment preferences
- Risk Profiling: Capture a client's risk profile using the risk profile questionnaire and create a client specific report
- Cashflow Modelling: Plan your client’s finances and model the probability of meeting their expected future expenses
- Client Investment Reports: Create white labelled, fully branded recommendation reports showcasing your client’s current portfolio with a proposed portfolio, with illustrative costs
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 may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or 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:
Once connected in Xplan as per the previous section:
- Log into https://app.mabelinsights.com/
- Select the 'Back Office' option at the top right hand side of your screen and you will see the next option
- Input your site name as you might see in the browser window i.e. 'xplancentral5' so that the full identity url reads 'https://xplancentral5.xplan.iress.co.uk', and click 'connect'.
- You will then be taken to the Xplan oauth screen as below
- Select allow, you will be redirected back to Mabel and you are good to go. Note you will only need to make this connection once unless you have instructed the 'disconnect' option.
