Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

VirtualCabinet: Iress Open Standard Integration

melanie.meadwell
Iress People

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.

X
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website