PowerPlanner Adviser Portal

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Overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is based on the standard integration template which means that it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration details

PowerPlanner is the sweet spot in suitability report production that combines the power
of technology with human intelligence to give optimal results. This pragmatic solution
harmonises man and machine to efficiently deliver to a high standard.

Software type: Suitability Report Generation

Locale:  UK

Expected delivery: 8/11/22

Contact details for integrator: adam@powerplanner.uk.com

Website for integrator: http://www.powerplanner.solutions/

Description provided by the integrator:

PowerPlanner offer a technology-driven, trustworthy and highly efficient solution for producing your

suitability reports.

Our Xplan integration allows you to import data directly into PowerPlanner's Adviser Portal so that cases can be submitted for paraplanning without the need to re-type or copy/paste between systems. This makes the whole process much more efficient for administrators and is much less prone to error.

Once imported, you can add any additional information specific to the case as needed
and, when ready, add recommendations and enter your advice.

PowerPlanner will then perform the existing plan analysis and prepare your suitability
report in line with your agreed templates and standards.

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.
• If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. 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: 

Once you've enabled this integration for Xplan, simply get in touch with PowerPlanner
using the contact details above and the team will establish the link between your Xplan
site and the PowerPlanner Adviser Portal so you can start submitting cases.

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

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