Please contact them using the contact details above for more information. AIA Australia provides a datafeed facility for both Xplan, Adviser Logic and Coin. The third party has not yet provided us with setup details for this integration. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). Xplan, using advice cases, allows you to define and adjust the advice journey as required specific to your business and specific to a particular client’s needs or preferences. Terms and conditions are included in your managed service agreement. the degree of adviser involvementfrom client self-directed, to adviser guided and full-service advice. Please contact your Iress Account Manager who will be able to raise the necessary request to progress this on your behalf. If you outsource your site administration to Iress: This integration has not yet 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 thi s 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. Or, Manual, which do require periodic manual file downloads to update the feed. EPI data feeds can either be: o Automatic, which updates the feed periodically and requires no manual file downloads. It is brought to market in partnership with TAL. AdviserLogic supports many different types of data feeds: EPI, a standard data feed format offered by many providers. ![]() It enables advisers to connect to current and future clients to grow their business. Software type: Multi - Channel Marketing / ResearchĬontact details for integrator: for integrator: Description provided by integratorĭigital Adviser is a digital marketing program for financial advisers. 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. Paraplanning Support - preparing Statements of Advice using a wide range of available Software solutions - Xplan, Midwinter, Adviserlogic, COIN. 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. Release Information: IressNet and Datafeeds Platform Summaries: IressNet and Datafeeds ![]() Available Datafeeds: IressNet and Datafeeds
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