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Do more with the new VideoSign and Iress XPLAN integration

Posted: 17 October 2017

We’re pleased to announce that VideoSign now integrates with Iress XPLAN providing XPLAN users with new capability to meet, collaborate and transact with clients virtually, anywhere, at any time.

The API integration of the VideoSign solution with XPLAN delivers the addition of a video based communication channel, enabling XPLAN users to build stronger client relationships and provide advice and service more cost effectively.

The integration offers the advisers the ability to:

  • Schedule online client meetings directly from XPLAN
  • Screen share documents and collaboration tools
  • Video record advice discussions and return all records of the meeting directly to your client’s file notes in XPLAN, ensuring compliance obligations are met
  • Digitally share, sign and witness documents during meetings 

This new capability is available on an Enterprise or Subscription based model. To learn more, determine the model that best suits your requirements, or to switch VideoSign on in XPLAN, please contact sales@suitebox.com.

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