Overview
We are pleased to share the news that a new third party integration is now available for Xplan users.
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 details
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
Expected delivery: Live
Activation type (once live): System Settings
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
Please contact your Virtual Cabinet supplier for more details on how to integrate Xplan with your system.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
