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- MoneyInfo: Iress Open Standard integration
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MoneyInfo: Iress Open Standard integration
02-10-2020 08:46 PM - edited 28-07-2022 08:06 PM
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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
Software type: Portal
Locale: United Kingdom
Contact details for integrator: support@moneyinfo.com
Website for integrator: https://www.moneyinfo.com/
Description provided by the integrator:
moneyinfo brings a client’s entire financial life including all the associated documentation together with a single login, available on any device, regardless of the investment platforms or back office systems, and delivered under the advisers brand.
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. The moneyinfo operating model also requires the use of a 'service account'. 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. Site administrators please see above.
- If you outsource your site administration to Iress: This integration has been enabled but requires some further configuration. 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:
Please contact MoneyInfo on the details above for further assistance.
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