Revex: 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 once fully live it can be enabled by your own site administrator using the Iress Open setting within your Xplan site. 

Integration summary

Software type: Practice Management

Locale:  Australia

Contact details for integrator: Not yet advised

Website for integrator: https://revex.net.au/

Description provided by the integrator:

REVEX® is a financial services revenue management provider, providing flexible solutions for your business needs. We operate a co-directed outsource licensee management company, CommCentral, as well as offering a Direct Debit solution as a module of Revex, known as aPay. Becoming a business partner with us, leads to efficiency. Return to profit, concentrate on clients, build your business and benefit from the most experienced team in Australia

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 not yet been enabled. Please contact your Iress Account Manager who will be able to 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 not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.