Voyant: 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 overview
• Integration summary
• Setup instructions

Integration summary

Voyant helps advisers and clients plan and adapt to real life events, before, during and after they happen. It's interactive, easy to use, and collaborative, meaning advisers and clients can work together to make smarter, more tangible financial decisions. With Voyant, you get all the information you need to answer every "what-if" scenario.

Software type: Cashflow Planning

Locale:  United Kingdom, Australia

Contact details for integrator: support@planwithvoyant.com

Website for integrator: https://www.planwithvoyant.co.uk

                                          https://australia.planwithvoyant.com/

Description provided by the integrator:

As a wealth management experience and client engagement tool, Voyant, a global leader in
the financial services space, transforms the visual planning process from an asynchronous
“behind the curtain” process to a real-time collaboration; into a conversation that builds a real
client-advisor bond. Offering tailored wealth management strategies powered by industry-
leading calculation engines, Voyant enables advisors to visualize complex strategies and
demonstrate the full value of their advice. In addition to bringing together every aspect of
clients' lives to create a complete picture of their present and future, Voyant provides white
labeling for custom offerings and comprehensive training for seamless onboarding.

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 been enabled in the UK only. 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.