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SuiteBox integrates with XPLAN .

 18th Oct 2017


If signing a Distribution Agreement with SuiteBox earlier in the week wasn’t enough, Icon UK is now pleased to work with and congratulate SuiteBox and IRESS on the successful integration of the SuiteBox platform functionality into the latest five releases of IRESS XPLAN software.


A leading FinTech product

Australian headquartered IRESS produces software to support clients globally with a wide range of products ranging from Financial Planning, Broking, Investment Management, Life and Pensions and Mortgage lending and protection. In the UK, IRESS works with forward-thinking businesses across the financial services industry, from the smallest independents, to the largest multi-national players (including relationships with 95% of the UK's Top 100 financial advisers using at least one IRESS software module).


What does SuiteBox add to XPLAN?

From today, Financial Advisers who sign up to SuiteBox compatible versions of XPLAN will be able to:

  • Schedule meetings from their XPLAN CRM and hold video meetings with clients with one click

  • Screen share documents and applications

  • Record advice discussions and return all records of meetings directly to the client’s file notes in XPLAN

  • Digitally share, sign and witness documents during meetings.

Suitebox Integrates with XPLAN

Digital Engagement for financial advisors

IRESS Product Executive, Wealth Management, Emily Chen says: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience. The integration of SuiteBox with XPLAN adds a video-based communication to…. help financial advisers increase their options for effective and efficient client engagement.” 


SuiteBox CEO Ian Dunbar added "By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisers with a leader in financial advice technology. Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisers and their clients."


SuiteBox doesn't stop at the financial industry 

Icon UK will be supporting IRESS as this integration is rolled-out across their UK customer base, with future software releases and assisting new client acquisitions. 

However SuiteBox API integration capabilities aren’t just for Wealth Management and Mortgage markets; it’s ideal for any sector with processes needing the combination of human contact, fact finding, advice, documentation and signing.  Whether you are in Insurance, Pensions, TeleHealth, Accounting, Property, Legal, Recruitment or any other regulated advice area, SuiteBox can easily be integrated with your core processes. Ask us which SuiteBox specialist can assist realising your objectives.



Contact us to discuss your advisory process requirements.


IRESS SuiteBox XPLAN Integration Footer


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