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- Timelineapp: Iress Open Standard Integration
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Timelineapp: Iress Open Standard Integration
11-01-2021 10:49 PM - edited 07-09-2022 04:49 PM
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.
Integration summary
Timelineapp unleashes decades of empirical data and research to help bring a client’s retirement journey to life.
Software type: Advice
Locale: United kingdom
Contact details for integrator: tech@timelineapp.
Website for integrator: https://planning.timeline.
Description provided by the integrator:
Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients. Their story.
- Demonstrate the impact of asset allocation, rebalancing, glidepaths, fees, and taxes
- Use interactive fire-drills to prepare clients for market declines
- Illustrate longevity risk and show clients the probability of outliving their portfolio
- Craft a personalised withdrawal policy statement for clients within minutes
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).
In your third party integrator software:
Once set up is complete in Xplan
- Log in to Timelineapp
- Click 'Add Client'
- Select 'Import'
- Click Iress
- Enter Xplan Site Name
- Approve permissions
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Kudos
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.
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