Discover the software that integrates with Xplan - simply use the filters to help you find what you are looking for. If you are already an Xplan customer, you can find more details - including how to implement - on the Iress Community.
Want to integrate your Iress software with other applications? No problem.
Connect Xplan easily to standard integrations with third-party applications or customised integrations built around the way you work.
Xplan Integration Ecosystem
Extend the capabilities of your advice practice with our network of certified technology partners. The Xplan Ecosystem provides secure, vetted, and high-performance connections designed to automate your advice journey.
Standard integrations
This approach means clients can connect Xplan easily and directly to a third-party application by using an ‘app key’ or code.
Standard integrations facilitate the transfer of data with the third-party application, rely on a client's permission and do not require product development by Iress.
This means clients can allow third-party software providers direct access to integrate with an Xplan site and, over time, more Iress software.
A range of standard integrations are available. There are also a number of additional third-party application vendors that have been issued with app keys to use to develop integrations with Xplan.
Standard integrations make it simpler and easier for third-party applications to be available to clients and users through Xplan and, over time, to more of our software. This is enabling clients to determine what makes up their technology ecosystem.
Custom integrations
On custom integrations, we work closely with third-party software providers to develop and embed functionality within the Iress software.
We have a rich history of building custom integrations with third-party providers such as SuiteBox for video conferencing through to large providers such as Microsoft, Google Maps and FujiXerox.
We continue to partner with other providers to extend the capability available to our clients.
Activation of third-party application integrations, both custom and standard, are at the discretion of the client and site administrator.
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