Xplan Integrations
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Standard Integrations

Iress People

A list of available standard integrations can be found below and, as more become available, you’ll find them both here and in the Systems Settings area of your Xplan site.

The Activation Type informs you of the process to set up an integration; System Settings is the easiest type. Other types require more effort but full instructions can be obtained by clicking on the hyperlink.

Standard integrations facilitate the transfer of data with a third-party application. They operate within a preset range of data fields which rely on permissions. Such integrations don’t require product development by Iress. 

System administrators can enable third-party software integration on their Xplan site using the Iress Open menu in System Settings.** 

** Clients who have outsourced site administration in a Managed Services arrangement may need to refer to their Account Manager to facilitate the switch on.

Please see the table further down for details of upcoming integrations.

 

Live Integrations

Integrator

Type

Activation Type/Setup Instructions

Iress Charge

Locale

Moberate

Marketing

System Settings

Free

AU, NZ

myprosperity

Portal

System Settings

Free

AU

Padua Sorrento

Digital Engagement

System Settings

Free

AU

Practify

Practice Management

System Settings

Free

AU, NZ

livepresowealth

Digital Engagement

System Settings

Free

AU

TIQK

Practice Management

System Settings

Free

AU

Umlaut

DMS

System Settings

Free

AU - Global

Xeppo

CRM

System Settings

Free

AU

CashCalc

Digital Engagement

System Settings

Free

UK

moneyinfo

Portal

System Settings

Free

UK

Voyant

Digital Engagement

System Settings

Free

UK

 

Upcoming Integrations

Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative.  We are often asked for information regarding the third party build progress but as the onus is on Third Party Integrator to align their product to the Iress API we cannot comment on specifics of their solution or a third party delivery time-frame.

 

Integrator

Type

Activation Type/Setup Instructions

Iress Charge

Locale

Advice Revolution

Digital Engagement

System Settings

Free

AU

Astute Wheel

Digital Engagement

System Settings

Free

AU

Finpal

Digital Engagement

System Settings

Free

AU

iAdvice

Digital Engagement

System Settings

Free

AU

Investfit

Digital Engagement

System Settings

Free

AU

Jade TAL FactFind

Digital Engagement

System Settings

Free

AU

Money Brilliant

Portal

System Settings

Free

AU

myNextAdvice

Marketing

Custom

Free

AU

Revex

Practice Management

System Settings

Free

AU

Scanshare

DMS

System Settings

Free

AU

StreamlineID

 

System Settings

Free

AU

TAL FF

 

System Settings

Free

AU

Telescope FF

 

System Settings

Free

AU

Wealth Central

 

System Settings

Free

AU

WealthPilot

 

System Settings

Free

AU

YTML

 

System Settings

Free

AU

Goodments

 

Custom

Free

Global 

PlanPlus (Finemetrica)

 

Custom

Free

Global

360

 

System Settings

Free

UK

ATEB

 

System Settings

Free

UK

Distribution Technology

 

System Settings

Free

UK

Genovo

 

System Settings

Free

UK

O&M Systems

 

System Settings

Free

UK

Oxford Risk

 

System Settings

Free

UK

Sanlam

 

Custom

Free

UK

Volume (Watermark)

 

System Settings

Free

UK

 

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