IRESS XPLAN Integration

Give more advice with Nod and IRESS XPLAN.
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Why busy professionals choose Nod

(maybe yours soon too!)
B.N (Before Nod) our customers were stubbornly bogged down performing repetitive manual tasks better handled by good technology. Sinking thousands of dollars into operational redundancies is nobody's idea of a good time.

Nod is fast evolving into a powerful impact growth platform, purpose built to help busy professionals make and manage essential transformations to the way they approach service delivery and business growth.

Rather than taking days, compliant error free documents can be drafted up in a matter of hours, sometimes even minutes; making room for more billable hours. Taking care of compliance, impact reporting, template management and more, Nod keeps business moving.

  • Reduce document creation times by 80%.  
  • Expanding automation capabilities with Nod delivers beautiful error-free documents that actually do more: your documents become a measurable metric of the impact of your advice.
  • It's document automation for everybody. No fancy coding degree required! Edit our pre-made templates or create your own from scratch to create documents in a fraction of the time with our custom drag-and-drop, code-free editor.
  • Centralised management of templates and assets in the content library makes the task of managing compliance a piece of cake, eliminating errors and inconsistencies that detract from client experience.

Nod makes document automation, template management and compliance even easier for financial planners and advisers thanks to IRESS XPLAN integration

No double-handling of data.

Nod integrates with XPLAN using the XPLAN Custom API.

This means we can pull data from all the areas of XPLAN including IPS, Wealthsolver, Risk Researcher and Client Focus seamlessly into your Nod documents.

You get all the benefits of a world-class document automation and compliance system without needing to double-handle data between XPLAN and Nod.

Reduce your costs to produce advice.

People spend too much time writing advice documents. We're on a mission to automate document creation with Nod advises are reducing document creation times by up to 70%. Our smart document automation platform makes it easy to create conditional logic to handle any document automation requirement. The big bonus being Nod's purpose built code free drag-n-drop user interface.

Tight integration with XPLAN means you can pull the data from IPS, Wealthsolver, Risk Researcher and Client Focus automatically into a Nod document.

Manage compliance

Compliance and quality assurance teams spend too much time in archaic systems coding document templates and then reviewing the compliance of every document they generate.

Teams have no visibility over how documents get used in the real world documenting advice for clients. We make document template creation and management easy with our drag and drop interface and simple rule creation.

Compliance experts can control document template construction and ensure any updates to content are pushed out to all users in real-time.

Our integration with XPLAN means you can be confident that the data in your XPLAN feeds seamlessly into your documents in Nod.

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