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Nod: Iress Open Custom Integration

Iress People

Type: Document Management 

Locale: Australia

Description provided by the integrator: 

Nod is a document automation and compliance platform helping to increase the efficiency of financial planning firms by speeding up the creation of advice documents and the management of document content.  The Nod integration with XPLAN marries XPLAN's outstanding financial planning tools with Nod's advanced document automation capability. It allows data that already exists in an XPLAN site to flow seamlessly into documents in Nod, removing the need for double-handling of data. Please see website for full details.

Contact details for integrator:

Website for integrator:

How to set up the integration in Nod (video):

Demonstration from Nod

Status: Live now

Activation Type: custom

Iress Contact: please contact your account manager for assistance with set up.

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