iFactFind: 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

Not just an editable pdf or a simple form to be completed, iFactFind is a dynamic and efficient way to gather all the client data you will ever need – collaboratively with your clients - in a compliant and professional way, through the smart use of API's and data-feeds.

Software type: Advice, Practice Management

Locale:  Australia

Contact details for integrator: team@ifactfind.com.au

Website for integrator: https://ifactfind.com.au/

Description provided by the integrator:

iFactFind™ “the new standard in client data collection and management".

Not just an editable pdf or a simple form to be completed, iFactFind is a dynamic and efficient way to gather all the client data you will ever need – collaboratively with your clients - in a compliant and professional way, through the smart use of API's and data-feeds.

How it works?

iFactFind™ has been designed to help manage both prospective and existing clients so the whole process follows a logical order from initial practice contact to a fully on-boarded client. The service works with the adviser in the centre – authorised representatives are the primary identifiers – and everything is geared towards making their role more compliant, efficient and effective.

iNTELLIGENT: Data collection sequence has been designed to minimise duplication of information. The objective of this approach is to only require a single point of collection that becomes a single source of truth, (SSOT).

iNTERACTIVE: Track your client's progress in Real-Time and provide help where needed. We want to ensure efficient conversion from an Initial Prospect to an Ongoing Client. A CRM that allows you to begin the scoping of your client's needs from the very first Practice contact.

iNTUITIVE: We’ve developed iFactFind from the Ground Up with a User Experience (UX) in mind. Our snapshot function allows you to capture and store client information every time you provide advice, so that you have a compliant record of your client’s up to date details. We will even be able to identify who added information (the adviser, para planner, support staff or the client) via our audit function.

iNNOVATIVE: We’ve taken the core format of the Paper Based Fact Find to a whole new level. Finally, a full-scale database supporting the detailed collection of client information specifically for Holistic and Goals Based Advice. 

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. 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