![]() ![]() ![]() 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. Add Clients, Portfolios and APLs and start discovery how your Client investment align to their values in under 2 minutes. To use Ethic Adviser and Xplan, simple sign up to Ethic Adviser and connect your Xplan account. Additionally though the Insights module, we enable Advisers and their portfolio construction teams to develop bespoke solutions bespoke tailored to the unique needs of their customer base. The Outputs feature allows Advisers to automatically generate and track for compliance all their post meeting needs including client email, file notes and Advice Document inputs. They can leverage advanced data analytics features to analyze existing and proposed investments against each client profile as well as access institutional grade ESG research on over global 100,000 instruments. ![]() Designed to compliment Adviser's other advice platforms and workflows, through interactive Client facing tools, Advisers can accurately and consistently capture and define a customer's sustainable investing and ESG parameters. Ethic Adviser is an advanced discovery, research, analytics and advice platform which for the first time enables Advisers to confidently engage their clients and provide best practice, regulated advice, bridging the advice process gap between Clients demands and Sustainable Investing product solutions. Built by Advisers for Advisers, the Ethic Adviser platform can help any Adviser become a sustainable investing specialist for their clients. Our solutions were developed in response to increasing demand from Advisers and their Clients and to support the movement of capital to more ethical and responsible businesses. Designed help any Adviser to become a sustainable investing specialist for their clients.Ĭontact details for integrator : for integrator: Įthic Adviser is a market leader in delivering advice tools to support the growing sustainable investing market. 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.Įthic Adviser is a digital sustainable investing Discovery, Analytics, Research and Advice platform. 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. We are pleased to share the news that a new third party integration is now available for Xplan users. Release Information: IressNet and Datafeeds Platform Summaries: IressNet and Datafeeds Available Datafeeds: IressNet and Datafeeds ![]()
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