Woven Advice

[jim.farrell]

Overview

We are pleased to share the news that the Woven Advice 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 does 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

Woven can help you make best use of your data be that by analysis for acquisitions through to management information and dashboards for your users.

Software type: Data integrity, data visualisation and practice management tools

Locale(s):  UK

Contact details for integrator: you can reach out to the Woven team via their website

Website for integrator: https://wovenadvice.com

Description provided by the integrator:

Plug and Play MI Dashboards

• Manage your data: By connecting to your Xplan instance, you can use Woven Advice to supercharge your practice, with instant MI. No more exports or vlookups.
• 3-click onboarding: We’ll have you up and running on our dashboards in a matter of minutes.
• Increase business value: By monitoring your business performance and data quality, we help firms increase their value for funding or acquisition opportunities.
• Analyse: Through segmentation of clients and products, feel confident in the quality and compliance of your business.
• Fully integrated technology: With API-based software and automated data cleansing, we put you on the path to AI and supercharging your business. No more CSV exports or imports.

Data cleansing services

• With our dedicated data cleansing team and tools, we can help get your back-office system in order with bulk changes and insights.
• We’re experienced with pre-migration cleansing for back-office system changes or acquisitions.

Acquisition data aggregation

• Woven Advice instantly aggregates firms dashboards to create an overarching holistic "acquirers dashboard". It lets you track key metrics for different firms from different back-office technology in one visually striking dashboard. With Woven, anyone can be an acquirer.

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 may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or 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 not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.