on
19-03-2021
03:36 AM
- last edited on
05-04-2022
12:43 AM
by
melanie.meadwel
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.
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:
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:
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.
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.