ZeroKey

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party 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

Eliminate manual data entry

Software type: Adviser Efficiency / Automation

Locale(s):  UK

Contact details for integrator:

For general enquires, visit https://www.zerokey.tech/contact/form

For help and support, visit: https://www.zerokey.tech/help/form

Website for integrator: www.zerokey.tech 

Description provided by the integrator:

Our innovative web-extension is designed to place client data at your fingertips, so you can move it from A to B with ease and without any manual data entry. It’s important to note that ZeroKey does not store any client data. Instead, it simply acts as a conduit to help you move your clients’ data from Xplan and into the tools you use every day (such as an investment platform). For more information, please visit www.zerokey.tech or watch our introductory demo: https://www.youtube.com/watch?v=3g2H_Kw50ck

IMPORTANT NOTE - Whilst in pilot this integration is not currently available for firms on multi-tenanted sites. If you are unsure if this applies to you, speak to your local site administrator.

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: 

While in pilot this service will need to be enabled by Iress.  After a successful pilot this will be made available for self enablement as are other Iress Open Standard integrations

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.