Saturn

[jim.farrell]

Integration overview

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

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 does 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 summary

Saturn is an AI-enabled back-office automation and compliance system for financial advisory firms. Saturn uses LLMs and back-office integrations safely to improve firm & client data quality and automates compliance and operations for regulated financial firms.

Software type: AI / Digital Engagement / Practice Management

Locale(s):  UK

Contact details for integrator: hey@heysaturn.com

Website for integrator: https://heysaturn.com/

Description provided by the integrator:

Saturn uses integrations and client meetings to generate MI, compliance reports and client engagement documents (review letters & suitability letters). Advisers want to spend time with clients and their teams want to ensure they have accurate data to be able to operate processes, this is what Saturn allows advice firms to do. With integrations to different parts of an advice firm's tech stack, Saturn ensures data is up to date across all systems, enabling the advisor to focus on the relationship. Using AI, Saturn takes meeting notes, then converts this unstructured data into structured information that can be used by the firm across all processes.

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. 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).