Paraplanning Online

[john.gartland]

Integration overview

This is a standard integration which means that it will be possible to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it will be possible to be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Software type: Suitability Reports, Cashflow Modelling and Fact Finds SaaS.

Locale:  UK

Contact details for integrator: mike.prior@ppol.co.uk

Website for integrator: http://www.ppol.co.uk/

Description provided by the integrator:

Integration with Paraplanning Online (PPOL) Suitability Reports and Cashflow Modelling.
Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection from Iress XPlan and get latest valuations.
Base Investment & Pension Recommendations & Reviews on Iress plans.

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: 

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