VirtualCabinet: Iress Open Standard Integration

[melanie.meadwell]

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

Document and Task Management, Automatic Filing, Workflow Automation, Electronic Signatures, White Label Client Portals, Auditing Controls and GDPR Compliance.

Software type: Document Management System

Locale: Australia, New Zealand, United Kingdom

Contact details for integrator:

New VC clients: david.owen@virtualcabinet.com

Existing VC client: accountmanagers@virtualcabinet.com

Support team: support@virtualcabinet.com

Website for integrator: https://www.virtualcabinet.com/

 Description provided by the integrator:

• Automatically download a list of Xplan clients and update Virtual Cabinet
• Index and search for documents based on an Xplan client
• Search for documents based on an Xplan Adviser associated with a client

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. Site administrators please use the guide above.
• If you outsource your site administration to Iress:  This integration has been enabled. Please contact your Iress Account Manager who will be able raise the necessary request to progress this on your behalf. 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 you have completed the Xplan set up as described earlier, please contact Virtual Cabinet using one of the above contacts.