DASH Advanced

[jim.farrell]

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.

• Overview
• Integration details
• Setup Instructions
• For further assistance

Integration summary

DASH Software has two levels of integration with Xplan – the Standard Integration and the Advanced Integration. This Advanced Integration into Xplan allows Advisers to transfer to DASH any scenarios created in Portfolio (IPS), Risk Researcher, WealthSolver and XTools+. This means SOAs, ROAs and other advice documents can then be generated in DASH using Xplan Client Focus data and any scenarios done within these modules within Xplan. SOAs generated in DASH can then take advantage of DynamicDocs – the ability to convert Word documents into web-based versions to enhance the client’s experience.

Software type: Document Generation

Locale:  Australia

Contact details for integrator: support@roarsoftware.com.au 

Website for integrator: https://roarsoftware.com.au/

Description provided by the integrator:

DASH Software is the Advice Marketplace, a platform where Advisers can access various technology solutions from different providers to help them deliver advice more effectively. DASH connects these technology solutions so that they “talk” to each other in meaningful ways. With its powerful document generation engine, Advisers can generate tailored and beautiful SOAs/ROAs and have these presented to their clients via its unique DynamicDocs capability.  With DASH, Advisers can build their own financial planning eco-system, combining technologies that were never possible before.

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 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 supplied this setup guide.

[jim.farrell]

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.

• Overview
• Integration details
• Setup Instructions
• For further assistance

Integration summary

DASH Software has two levels of integration with Xplan – the Standard Integration and the Advanced Integration. This Advanced Integration into Xplan allows Advisers to transfer to DASH any scenarios created in Portfolio (IPS), Risk Researcher, WealthSolver and XTools+. This means SOAs, ROAs and other advice documents can then be generated in DASH using Xplan Client Focus data and any scenarios done within these modules within Xplan. SOAs generated in DASH can then take advantage of DynamicDocs – the ability to convert Word documents into web-based versions to enhance the client’s experience.

Software type: Document Generation

Locale:  Australia

Contact details for integrator: support@roarsoftware.com.au 

Website for integrator: https://roarsoftware.com.au/

Description provided by the integrator:

DASH Software is the Advice Marketplace, a platform where Advisers can access various technology solutions from different providers to help them deliver advice more effectively. DASH connects these technology solutions so that they “talk” to each other in meaningful ways. With its powerful document generation engine, Advisers can generate tailored and beautiful SOAs/ROAs and have these presented to their clients via its unique DynamicDocs capability.  With DASH, Advisers can build their own financial planning eco-system, combining technologies that were never possible before.

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 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 supplied this setup guide.