Xplan Integrations
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Standard integrations

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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 (listing) More information Available Status
AdvisorForms - digitise the capture of client data to streamline your on-boarding process. available here Australia Live
ASTUTEWHEEL - push data captured in ASTUTEWHEEL client engagement software into Xplan's Client Focus CRM. available here Australia Working on it
Adviser Promoter - automated marketing tools for advisers. available here New Zealand Live
CashCalc - digital engagement tool, integrating basic client info with Xplan. available here United Kingdom Live
MoneyInfo - digital finance filing cabinet, account aggregation, family balance sheet portal. available here United Kingdom Live
MyNextAdvice - survey tool to measure client satisfaction. available here Australia Working on it
My Prosperity - client budgeting tools. available here

Australia, United Kingdom

Live

PractiFi - integration to push data from Practifi to Xplan’s Client Focus CRM.

 

available here Australia, New Zealand Live

Stackup.risk - risk profiling application.

 

available here Australia Live
Voyant - cashflow projections and goal-based, interactive planning tool. available here United Kingdom Live
XEPPO - integration to push data from XEPPO’s fact find to Xplan’s Client Focus CRM.
available here Australia Live

Genovo - Suitability report generation.

 

available here United Kingdom Working on it

Oxford Risk - Behavioually engineered fact find and suitability profilling.

 

available here United Kingdom Working on it

Goodments - tooling that helps clients invest in companies matching their personal ethical values

 

available here Australia, (later UK) Working on it

O&M Systems - used by advisers involved in the pension and investment planning areas.

 

available here United Kingdom  

Distribution Technology - Dynamic Planner is a modular service that can capture client data, perform suitability checks and review a portfolio.

 

available here United Kingdom Working on it

ateb suitability - offer a simple and compliant suitability report generator.

 

available here United Kingdom Working on it

PlanPlus (AKA Finemetrica) -  the Risk Tolerance Toolkit™ incorporates a psychometric personal risk tolerance profiler.

 

available here United Kingdom Working on it
       

 

Activation of third-party application integrations are at the discretion of the client and site administrator.

 

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