Iress Integrations

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. Virtual Cabinet helps businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide document management software you will love that is easy to use and will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.

Secure digital signature tool you can access at home. Videosign’s unique combination of online video meetings, secure digital signing, innovative ID&V, and robust compliance features help you to close more business and offer a better customer experience while saving time and money. The trend across all industries is to move business online where possible to save on cost and resources. This trend is no different within the compliance industries, where legally binding signatures and detailed identity checks and verifications are now being done remotely. Videosign provides the tools to offer a straightforward and intuitive digital customer experience to verify customers, and enable them to complete digital signings whilst coming face to face with an advisor. Use facial recognition and biometrics on customers for document validity and hologram checks. Keep that personal touch with our video conference meeting room, where you can meet with customers and sign those important documents.

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

The Integration to Mortgage Source allows a seamless transfer of the data captured on your bespoke fact find into 27Tecs APIs. Once combined with all the pre existing filters 27Tec offer through their own standalone service you can benefit from the lenders, packagers, clubs and products you would expect, combined with detailed product criteria and intelligent research logic that 27Tec provides within your own CRM. Once you have your returned results you have the option to utilise 27Tecs provided documentation options, combining fact find data and that of your chosen plans in 1 click you can download Evidence of research (EOR) documents as well as a European Standardised Information Sheet (ESIS) which can be altered with your own custom fees and broker information. These documents will be stored within the CRM for access throughout the application process.

LivePreso is the only sales enablement platform that automatically makes beautiful, integrated, interactive content, tailored to each of your customers, in seconds. Interactive sales content that's automatically tailored to your customer on the fly. Integrated QBRs that make themselves in seconds not manually in days. Interactive content that uses your customer data to recommend growth opps. Whether it's to prep, present, win or grow, pitch-perfect with LivePreso. Automatically bespoke, data-driven content for beautiful customer interactions. Integration with CRM, ERP and any other internal or external data sources: Ensures every presentation is automatically customer-specific and personalized. One cloud-based source of content, controlled by the business and synced with company data sources, ensures every presentation is consistent, accurate, up-to-date and compliant, without any of the legwork.

The next-gen core banking platform for ambitious banks. SuperCore® is our cloud-native core banking platform. It helps banks understand their customers better, release products faster, unlock their data, and deliver connected experiences. As a SaaS-managed service for core banking, SuperCore is available globally via AWS and simplifies your deployment, integration, and infrastructure operations. As a result, banks can massively reduce their cost to serve. Build products in minutes with our no-code product builder. Use our real-time events stream to get fresh customer insights that speed up decision-making. Seamlessly integrate your channels and applications with our API-first architecture. A flexible microservices architecture, modular and configurable, powered by a unified data model. Futureproof your technology with a layer of SmartAdapters in JavaScript with OpenAPI Swagger documentation. With pre-built integrations and modules that get you live faster.