This is a custom integration which means that the integration 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.
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.
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.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
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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