Within The Exchange, Iress follows the principle that any quotes returned should meet all the values, and offer all the features requested by the adviser.
Where a provider c...
The Exchange - Providing fair comparisons.pdf (1,101 KB)
...cross all protection services. These improvements include the addition of a new "Documents" tab on the right-hand panel of the quotes result screen, offering direct access to provider documents, t...
...nformation from our providers.
Documentation links are available at the discretion of the provider and their content is not the responsibility of Iress.
This list covers providers available v...
...ebsite 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 A...
...ntegrator: support@fyi.app
Website for integrator: https://fyi.app
Description provided by the integrator:
Run your practice efficiently, reduce admin time and offer clients a high level of p...
...ntegrator: https://recordsure.com
Description provided by the integrator:
Recordsure’s ReviewAI suite – a tailor-made solution for the financial services industry – provides comprehensive, flexible a...
...nd the ATO. Provided as a managed service, SuperConnector can be a cost-effective, compliant, resilient and robust service that helps to eliminate the need for multiple system i...
CAM-2424 - SuperConnector for super funds fact sheet_FA.pdf (85 KB)
CAM-2423 AU Fact Sheet updates - Employers_FA.pdf (88 KB)
CAM-2425 - Update - Superannuation parent fact sheet_FA.pdf (1,154 KB)
...ntegrator: https://www.beeswaxonline.com/
Description provided by the integrator:
Due diligence / practice management platform. Please see website for full details.
Setup i...
...nd modelling options represents a significant amount of time and resource effort required to provide advice
Having access to quality, comprehensive and up-to-date tools (reflective of things such a...