In conjunction, IRESS is ISO27001 certified for security. Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative. Integration overview We are pleased to share the news that a new third party integration is now available for Xplan users. IRESS deems privacy and security as a key component of our offering and adhere to all global privacy standards. XPLAN is a web based solution accessible via Internet ExplorerĬlient data is stored within the planners XPLAN instance, all data within the application is stored. IRESS integrates with many solutions via API’s Cytrack software nourishes the customer communications experience for IRESS. This is dependent on the planners existing process and what solution is chosen. IRESS XPlan Supported Version: Web version. Access your XPLAN account from your iPhone & iPad. If you have any further questions please contact the Opex Support team. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod touch. To check what XPLAN version you are on, navigate to a client in your XPLAN site and you can view the version at the bottom left of the screen. Time saved is dependent upon current process compared to XPLAN tools used, many clients have saved hours from XPLAN efficiency gains. IRESS have advised that the version 19.3.60 includes a resolution for this item, this version will be pushed out this evening. Interested in learning more Check out our. XPLAN is a subscription based solution whereby the user chooses the appropriate modules and pays for only what they want to use. Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan. Our partnership with IRESS Xplan is genuinely game changing for advice firms and licensees of all sizes. Financial Planning Education Council (FPEC).The company was formed in June 1993 as Dunai Financial Systems (DFS) by Peter Dunai, Neil Detering and Hung Do. Make the most of your student membership View Iress Xplans profile on LinkedIn, the worlds largest professional community. Iress stands for Integrated Real-time Equity System.
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