These integrations, facilitating the transfer of data with the third-party application, rely on a client's permission and don’t require product development by Iress. This means clients can allow third-party software providers direct access to integrate with their Xplan site and, over time, more Iress products.
Once the integration is live, the administrator of an Xplan site will be able to access the third-party’s license agreement and connect the third-party application to their instance of Xplan directly via the Xplan Systems Settings page.
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 page of your Xplan site.
We’ve also included in the list, the approved integrations that are in development by the third-party providers—with many more in earlier stages of the process.
Integration (alphabetical listing)
AdvisorForms - digitise the capture of client data to streamline your on-boarding process.