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Xplan partners list1/27/2024 ![]() The transaction details are sent to the gateway via a secure connection, and the third-party processes the transaction.Ĭlick here for more information Investment and insurance product information and research ![]() Xplan can debit invoice payments from credit cards using a third-party payment gateway. Gateway integrations with eCommerce applications authorise and streamline credit card or direct payment processing and gateways integrations with telecommunication network providers to send and receive text messages. Provision of postcode lookup for the United Kingdom. Provision of address suggestion in Xplan for the Australian market. Integrations to help maximise engagement with your clients and deliver a quality experience embedded and indistinguishable in the Xplan journeys. We have a rich history of building custom integration with third-party providers and will continue to partner with other providers to extend the capability available to our clients. More information about the integrations available in each category-and how to access and leverage them for your business-can be found below. Xplan globally integrates with more than 450 third-party systems providing Xplan clients and users with additional functionality across six key categories: Fully embedded, practice management (various listed here ), gateways (for payments and messaging), investment and insurance product information and research, electronic applications and datafeeds. On custom integrations we work closely with third-party software providers to develop, embed and permission functionality within the Iress product user interface. Want to know more about how the Standard integration works, what fields are included etc? Try the Standard Integrations FAQ ** Clients who have outsourced site administration in a Managed Services arrangement may need to refer to their Account Manager to facilitate the switch on.Ī list of available integrations can be found here and, as more become available, you’ll find them both in the community and in the Systems Settings area of your Xplan site. There is no additional paperwork and the terms are stored electronically. Standard integrations facilitate the transfer of data with a third-party application and operate within a pre-set range of data fields which rely on permissions.īenefits of working with the Standard Integration include speed to market (they don't require product development by Iress), there is no charge levied by Iress for the use of the product and that the service can be 'self enabled' by the client side system administrators on their Xplan site using the Iress Open menu in System Settings. Release Information: IressNet and Datafeeds Platform Summaries: IressNet and Datafeeds ![]() Available Datafeeds: IressNet and Datafeeds
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