Practifi: Iress Open Standard Integration

[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 overview
• Integration summary

Integration summary

Practifi is the business management platform powering growing financial advice firms around the world.

Software type: Practice Management

Locale: Australia

Contact details for integrator: support@practifi.com

Website for integrator: https://www.practifi.com/

Description provided by the integrator:

With Practifi, you can tear down the barriers to efficiency with automated workflows, comprehensive process control, smart data capture, and real-time monitoring & collaboration. Your team members have exactly the information they need, when they need it because we help you unify every critical data point.

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 has been enabled. Please contact your Iress Account Manager who will be able 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: 

The Third Party has supplied this setup guide.