![]() ![]() In addition, advisers can use the new FinCalc Client Portal to onboard clients and to get them to complete their personal and financial information directly before uploading this into Xplan.įinCalc has done similar partnership integrations with CURO by Time4Advice and Intelliflo.įinCalc managing director Jason Wykes said: “We want to ensure that advisers have systems that communicate with each other, not only to save valuable time but to make sure that client information is consistently updated across all systems. iRESS - Financial Advice Association Australia iRESS Visit website 2023 United Association Roadshow Join us for this brand new Roadshow series of full day events, visiting ten capital and regional city locations. Iress Open Knowledge Base Xplan Integrations Xplan Integrations Featured Articles Iress Open > Xplan Integrations Introducing Iress Open nsforth Iress People Iress Open > Xplan Integrations Different Types of Integration nsforth Iress People Iress Open > Xplan Integrations Available Integrations jim. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod. A Standard Integration uses an App Key to access the Xplan API layer via a Backend For Frontend (BFF) service. This two-way link will also sync contributions and the most recentįinCalc reports can also be automatically uploaded into Xplan. Read reviews, compare customer ratings, see screenshots and learn more about IRESS XPLAN. IRESS XPLAN IRESS Limited 1K+ Downloads Everyone info Install About this app arrowforward Access your XPLAN account from your tablet with a new touch-friendly interface. It guides you through a pre-defined client advice journeyfrom discovery and goal setting, current position and strategy modelling, advice documentation, implementation, and onward to progress tracking and review. The semantics and conventions of the Iress Open API should be immediately familiar to programmers accustomed to REST. Xplan Prime is guided, objective-based advice software that streamlines the advice process for your clients with simpler advice needs. Income, assets, pensions, savings and investments, liabilities, and expenses The Iress Open API offers access to Xplan’s core business functionality presented in a usable and consistent structure. This aims to eliminate the need for data rekeying, lowering risk, saving time for advisers, and streamlining the client review process.īetween FinCalc and Xplan, all necessary customer data and financial modelling information can be transferred seamlessly. The two-way integration allows users to move personal and financial information about their clients between the two systems quickly. The Maltings East Tyndall Street Cardiff CF24 5EA. ![]() Cashflow and defined benefit transfer (DB) software provider FinCalc will integrate its system with Iress Xplan. To access Iress XPlan Mortgage (Prime): Prime Login Here XPlan Login. ![]()
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