Woven: 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 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 Advice software helps financial advisers measure, manage and maintain data quality through Management Information and business intelligence.

Software type: Practice Management, Management Information

Locale(s):  UK

Contact details for integrator: nicky.sevel@wovenadvice.com

Website for integrator: www.wovenadvice.com

Description provided by the integrator:

Woven Advice helps financial advisers in the following ways:

Manage your data: By connecting to your Xplan, advisers can use Woven Advice to check data quality, identify gaps, and fix errors.

Increase Business Value: By monitoring your business performance and data quality, we help firms increase their value for funding or acquisition opportunities.

Monitor Consumer duty: Board reporting is simplified with tools that automatically report on practice progress and client outcomes.

Save money and time: Time saved with out solution can be spent servicing existing clients better and finding new ones.

Analyse: Through segmentation of clients and products, you can feel confident in the quality and compliance of your business.

Innovative 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.

 

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 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