Padua Discover

[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 summary

Client & adviser-to-client digital discovery technology 

Software type: Digital Engagement, Advice

Locale: Australia

Contact details for integrator: 

helpdesk@paduasolutions.com

Website for integrator: https://paduasolutions.com/

Description provided by the integrator:

Padua Discover is a visual and engaging client and adviser-to-client digital fact find. Padua uses a technical advice & compliance focus to ensure that advisers are kept on the straight and narrow!

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. Site administrators please refer to the instructions above.
• 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: 

Follow the below steps to begin using this integration:

1.             Login to your Padua Home account and click on the Clients tab at the top of the page
2.             On the new window, click on "Requests" and select “Manage Fact Finds”
3.             Click on “Manage My CRMs” in the left-hand sidebar
4.             Under “Link new applications”, from the dropdown menu select “Custom IRESS Xplan”
5.             Enter your Xplan Site URL and click on the link button (paperclip button)
6.             Authenticate with Xplan, if prompted and then click Accept
7.             Your Xplan login is now linked with your Padua Home login
8.             To pull in a client from Xplan using the new integration, click on “Add Client from CRM” in the left hand sidebar of Manage Fact Finds and ensure that “Custom XPlan API” is selected under CRM. You can then search for clients as normal.