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:

ZeroKey is a tool specifically designed to help you move client data from A to B with ease and without any manual data entry. It connects and acts as a conduit between various technology, allowing you to pull client data from a source (e.g. Xplan) and push it into a new destination (e.g. an investment platform). Please note, ZeroKey does not store any client data. Instead, it is solely focused on helping you eliminate manual data entry. 

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 is available for self enablement from within your Xplan site.

In your third party integrator software: 

For more information, please visit www.zerokey.tech or watch our introductory demo: https://www.youtube.com/watch?v=3sdiVKfqQh8