Enhancing Financial Services with Invessed and Iress Xplan CRM Integration

Integrating Invessed with Iress Xplan CRM provides financial institutions with a powerful software solution. This integration enables seamless access to the features and functionalities of Iress Xplan, allowing users to streamline their operations and enhance their financial services. With the integration, users can easily transfer client information, investment data, and other relevant details between the two platforms, ensuring efficiency, accuracy, and improved client experiences. By leveraging the strengths of Invessed and Iress Xplan, financial professionals can optimise their workflows, collaborate more effectively, and deliver exceptional services to their clients.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Iress Xplan?

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Why integrate Invessed with Xplan?

  Invessed Iress Xplan
Experience Multi-channel experience Seamless CRM integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Iress SLA
Iress Connect Service desk
USP Wealth Engagement Platform Customer Relationship Management

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

Start a project

Ready to upgrade your client portal? Get started with an Invessed project.