Nod

[melanie.meadwell]

Integration overview

This is a custom integration which means that it was built by the third party integrator in conjunction with Iress.  You will not be able to enable the connection directly and should refer to the setup instructions or your Account Manager for clarification on how to proceed.

• Integration overview
• Integration summary
• Setup instructions

Integration summary

Great advice matters. Nod is helping financial planners, accountants, lawyers and insurance specialists to give more advice by automating document creation, compliance and review.

Software type: Document Management

Locale: Australia

Contact details for integrator: support@nod.money

Website for integrator: https://www.noddocs.com/

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. Please see more details of the integration here.

Setup instructions

This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.

Please click here for Nod's themes.