Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

PowerPlanner

Iress People

Type:  Suitability Report

Locale: UK

Description:

PowerPlanner offer a technology-driven, trustworthy and highly efficient solution for producing your suitability reports.
 
Our XPlan integration allows PowerPlanner's Adviser Portal to import data so that cases can be submitted for paraplanning without the need to re-type or copy/paste between systems.
 
This integration piece will allow you to search for clients in your XPlan instance and import the information directly into PowerPlanner's system over a secure connection, ready for you to add recommendations and enter your advice. You can also import documents straight from XPlan. 
 
PowerPlanner will then perform the existing plan analysis and prepare your suitability report as normal
 

Contact details for integrator: 

email: adam@powerplanner.uk.com

telephone: 0345 066 5540

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

Status:  In Development

Activation Type: Standard

Activation: Standard Activation via the site 

Iress Contact: Please contact your account manager for further information and to arrange set up.

X
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website