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.
Want to integrate your Iress software with other applications? No problem.
Our integrations help you connect Xplan easily to third-party applications. Take a look at our complete list of integrations for the UK wealth market or talk to us about new integrations built around how you work.
You can also find out more about our integrations and how they help at the Iress Community
If you want to add your software to our integrations list, get in touch via the form at the bottom of this page.
Integrate your Iress software with other applications? No problem.
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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