This new standard integration approach means clients can integrate XPLAN directly to a third-party application via an ‘app key’ or ID.

These integrations, facilitating the transfer of data with the third-party application, rely on a client's permission and don’t require product development by IRESS. This means clients can allow third-party software providers direct access to integrate with their XPLAN site and, over time, more IRESS software.  

Once an integration is live, the administrator of an XPLAN site will be able to access the third-party’s license agreement and connect the third-party application to their instance of XPLAN directly via the XPLAN Systems Settings page.

A list of available standard integrations can be found below and, as more become available, you’ll find them both here and in the Systems Settings page of your XPLAN site.

We’ve also shared a list of approved integrations that are in development by the third-party providers—with many more in earlier stages of the process.

Over 30 third-party applications in the integration process

Want to know more?

Available now or delivery expected soon

 Activation of third-party application integrations are at the discretion of the client and site administrator.

 

Advisor Forms

AdvisorForms by Umlaut is the simple, digital solution to a messy, paper problem. By digitising the capture of client data, AdvisorForms streamlines your on-boarding process and saves you hours of data entry.. 

Available in Australia now. Visit their website.

Advisor Promoter

Marketing automation technology designed to help advisers reduce compliance risk while saving time and generating leads, all from your smartphone. 

Available in New Zealand soon. Visit their website.

ASTUTEWHEEL 

A complete suite of tools to gather client information efficiently online, educate clients, model strategies live, auto produce compliant file notes and market the business. 

Available in Australia soon. Visit their website.

CashCalc 

CashCalc allows you to create detailed cashflow plans for your clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for your clients.

Available in the United Kingdom soon. Visit their website.

MoneyInfo 

Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning.

Available in Australia soon. Visit their website.

MyNextAdvice 

MyNextAdvice is cloud-based software that enables you to leverage authentic client feedback to measure compliance and achieve better business results.

Available in Australia soon. Visit their website.

My Prosperity 

Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning.

Available in Australia soon. Visit their website.

Practifi 

This integration pushes data from the Practifi for Financial Advice application into XPLAN’s Client Focus CRM.

Available in Australia soon. Visit their website.

Stackup.risk 

Stackup.risk uses riskTRACK™ methodology and is a robust psychometric survey that measures risk tolerance mindsets, providing reliable risk tolerance profiling with documented accuracy.

Available in Australia soon. Visit their website.

Voyant 

Voyant helps advisers and clients plan and adapt to real-life events, before, during and after they happen. It's interactive, easy to use, and collaborative, meaning advisers and clients can work together to make smarter, more tangible financial decisions. With Voyant, you get all the information you need to answer every "what-if" scenario.

Available in the United Kingdom soon. Visit their website.

XEPPO 

This integration pushes data from the XEPPO application into XPLAN’s Client Focus CRM.

Available in Australia soon. Visit their website.

For more information speak to your IRESS account manager or visit the IRESS Community

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