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Xplan Integrations
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Visible Capital

jim.farrell
Iress People

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

Visible Capital’s portfolio of wealth management products takes advantage of the opportunities opened up by PSD2and Open Banking, which allow customers to provide financial advisers with controlled access to their transactional data in real time.

Software type: Open Banking

Locale:  UK

Contact details for integrator: christian.burgin@visiblecapital.io

Website for integrator: https://www.visiblecapital.io/

Description provided by the integrator:

This integration enables wealth advisers and their support teams to transform their fact-find operations from a paper gathering exercise to an immediate digital download. The onboarding process is automated, demanding only minutes of the customers’ time instead of hours and the creation of a comprehensive wealth assessment report in the time it would take to make a cup of tea.
And because Visible Capital’s wealth management tools access richer, highly accurate customer data on a secure, encrypted platform, its products can also ensure that wealth advisers mitigate risk and are fully compliant across MIFID2, PSD2, GDPR, COBS and IDD.
Whether you’re a wealth adviser, a product innovator or a compliance professional, our customers tell us that the most important features offered across the Visible Capital product portfolio are compliance, speed of processing, improved customer engagement, cost savings, accuracy & insights, and the ability to trial the products easily.

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 not yet been enabled. Please contact your Iress Account Manager who will be able to 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: 

The Third Party has supplied this setup guide. If you are not yet registered as an adviser please see this guide. There are further instructional videos on the Visible Capital Website here.