If you outsource your site administration to Iress: This integration has been enabled.If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.Note that this must be undertaken by your site administrator. If you manage your own site: You can enable the integration yourself using this guide.This integration follows the Standard Integration pattern: Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used. Tools such as Cashflow Modeller, Retirement Modeller, DB Analysis & various financial calculators including Income Tax, CGT and Annual Allowance Calculators. You will also be able to utilise the FinCalc Financial Planning tools for your imported clients. The effortless integration will pull through items such as: Reports can also be uploaded to Iress Xplan. * All relevant client data and financial modelling information can be transferred between FinCalc and Iress Xplan. What Iress Xplan data is used within FinCalc? You can also upload your reports directly into Iress Xplan from FinCalc. With a 2-way integration, you can quickly and seamlessly transfer your client information between Iress Xplan and FinCalc so you can begin illustrating your client’s financial future concisely and accurately. It’s time for Iress Xplan users to Integrate with FinCalc. ![]() With a 2-way integration, you can quickly and seamlessly transfer your client information between Iress Xplan and FinCalc so you can begin illustrating your client’s financial future concisely and accurately.Ĭontact details for integrator: Support: for integrator: Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site. ![]() This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template. We are pleased to share the news that a new third party integration is now available for Xplan users. Release Information: IressNet and Datafeeds Platform Summaries: IressNet and Datafeeds Available Datafeeds: IressNet and Datafeeds
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