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Details on how to register for your particular software is available here. Please sign in or register to access software information via the Iress Community. Some of the information you might need is available to all however please sign in (or register) to see so much more. Integration overview We are pleased to share the news that a new third party integration is now available for Xplan users. 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. In the Iress Community, you can find all the help and support you need for Iress software. Xplan -Advice software platform CommPay - Revenue & remuneration. IRESS integrates with many solutions via API’s Iress is a technology company providing software to the financial services industry in. Integration overview We are pleased to share the news that a new third party integration is now live for Xplan users. This is dependent on the planners existing process and what solution is chosen. Xplan Model Office makes it easier, delivering a customised Xplan site to advice businesses. Time saved is dependent upon current process compared to XPLAN tools used, many clients have saved hours from XPLAN efficiency gains. XPLAN is a subscription based solution whereby the user chooses the appropriate modules and pays for only what they want to use.
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Click Sign In How to reset your password Click Sign In at the top of any page. This does not necessarily match your Xplan login. Enter your username and password that has been provided as part of the Community sign up. In this live online session we will focus on the rich features and functionalities of Xplan, providing practical techniques on how this software can support you. Iress has confirmed it is reviewing the UK arm of its adviser software service Xplan, after the chief executive told an Australian news outlet it was calling time on the international. Make the most of your student membership How to unlock your account How to sign in: Click Sign In at the top of any page.
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