Moneysoft: 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 overview
• Integration summary

Integration summary

Moneysoft develops and supplies personal financial management (PFM) technology delivered as an integrated portal for your clients’ household and wealth data or as a combined solution across your advice practice compliance and data tools.

Software type: Advice

Locale: Australia

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

Website for integrator: https://www.moneysoft.com.au

Description provided by the integrator:

Moneysoft automates client service processes for efficient, lower-cost, highly-engaging advice solutions. Delivered as a client portal solution, integrating clients’ household financial information such as properties, investments, loans, credit cards and bank cash flow. The integrated, combined technologies improve client data sets, advice productivity and delivery efficiency.

Moneysoft’s leading technology is used by practices and licensees either as off-the shelf connected SaaS products or through deeper connections of data flow to their tech stack, helping to solve common advice industry pain points, such as:

• Engaging under-compliant and under-serviced clients at a lower cost
• Driving efficiencies and service streams with technology
• Digital entry, scaled advice and broader service staged approach
• Progressive touch points with technology to improve available data for better advice outcomes

 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 been enabled. 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: 

The Third Party has supplied this setup guide..