We are pleased to share the news that a new third party integration is in development 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.
Mystro is a client onboarding platform designed to automate Fact Find, document collection, digital signatures, renewals and client communications.
Software type: Automated Client On-Boarding and data collection
Digital experiences are more important than ever. Mystro gives you all the tools to automate your client onboarding process:
Data collection. Digitally transform your client onboarding experience with automated Fact Find, supporting document and eSignature collection workflows.
Elevated customer convenience. Remove entry barriers and enable clients to submit their information more efficiently, at any time, on their terms.
Automations. Eliminate repetitive tasks and firmly position your business for accelerated growth.
Referral partnerships. Entice business referral partners to do business with you. Provide them with an easy-to-use platform to submit and track referral progress.
Management control. Manage all aspects of your client onboarding, management and client retention processes in simple and fully customisable CRM.
Security and compliance. Mystro is designed with best-in-class security and compliance. Securely onboard and manage clients and business partners and gain total visibility into activities and interaction history.
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.
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 ourwebsite underIntegrations available via Iress Open (Xplan and Private Wealth).
In your third party integrator software:
The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.
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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