Iress Integrations

Ox Securities is a well-established broker known worldwide, providing access to more than 80 CFD trading options such as forex, commodities, indices, cryptocurrencies, and stocks. Founded in 2013, the firm emphasizes principles of integrity, honesty, and transparency while offering clients cutting-edge trading platforms like MetaTrader 4 and MetaTrader 5, which are compatible with all devices. Traders enjoy competitive spreads that begin at 0.0 pips, leverage ratios reaching up to 1:500, and a minimum deposit requirement of just $0. To safeguard client assets, Ox Securities maintains segregated accounts with reputable global banking institutions. The broker also features multilingual customer support available 24/5 via live chat, email, and phone, ensuring assistance for both beginner and seasoned traders alike. Furthermore, Ox Securities facilitates flexible and secure funding methods in various base currencies, allowing for instant, fee-free deposits through a range of options. This comprehensive support and flexibility make Ox Securities an appealing choice for traders of all levels seeking a reliable trading partner.

Experience the convenience of a secure digital signature solution from the comfort of your own home with Videosign, which integrates online video meetings, secure signing capabilities, innovative identity verification, and comprehensive compliance features to enhance your business operations and improve customer satisfaction while optimizing both time and costs. As companies across various sectors increasingly shift towards online practices to reduce expenses and conserve resources, the compliance industry is also embracing this transition, allowing legally binding signatures and thorough identity verifications to be conducted remotely. Videosign empowers businesses to deliver a seamless and user-friendly digital experience that facilitates customer verification and enables clients to finalize digital agreements in real time with their advisors. By leveraging advanced technologies like facial recognition and biometrics for document authentication and hologram validation, you can ensure the integrity of your processes. Additionally, maintain a personal connection with your clients through our video conferencing room, providing a space where essential documents can be signed while fostering engagement and trust. This innovative approach not only streamlines transactions but also enhances overall client relationships.

Dynamic Planner is the essential financial planning solution that guarantees investment suitability, enhances operational efficiency, and showcases value to clients. With Dynamic Planner, you can confidently create engaging financial plans that ensure your clients' investment suitability. What typically takes hours for an investment review can now be completed in under 45 minutes, streamlining your workflow. The platform is user-friendly and easy to integrate into your existing systems. Moreover, the insightful reporting features in Dynamic Planner empower firms to strengthen client relationships and deliver increased value. We invite you to discuss how our comprehensive financial planning process can benefit your organization, simplifying the implementation and onboarding experience. By utilizing Dynamic Planner's award-winning psychometric risk profiling questionnaires, you can maintain a consistent understanding of risk throughout your financial planning journey. In today's financial landscape, accurately profiling your client's risk tolerance has never been more critical for successful outcomes. This innovative approach not only enhances client satisfaction but also significantly boosts the efficiency of your financial planning operations.

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions, task management, client communication and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user-friendly document management software you will love. Virtual Cabinet serves over 70,000 users and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments. Who Uses Virtual Cabinet? Professionals across multiple industries including Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, Construction, and more use Virtual Cabinet to save time and money on time-consuming administration and filing tasks.

LivePreso stands out as the sole sales enablement platform that rapidly generates stunning, cohesive, and interactive content specifically customized for each customer in just a matter of seconds. With this platform, your sales presentations can feature interactive content that adjusts dynamically to the client's needs. It also streamlines the creation of integrated Quarterly Business Reviews (QBRs), transforming what used to take days into mere seconds. By leveraging customer data, the platform suggests opportunities for growth, ensuring that whether you're preparing, presenting, closing deals, or expanding relationships, you are always pitch-perfect with LivePreso. The result is automatically personalized, data-driven content that enhances customer engagement. Furthermore, seamless integration with CRM, ERP, and other internal or external data sources guarantees that every presentation is uniquely tailored to the customer. By utilizing a single cloud-based content repository that is managed by the business and synchronized with company data sources, LivePreso ensures that all presentations are not only consistent and accurate but also up-to-date and compliant—all without the burden of extensive manual effort. Ultimately, this platform revolutionizes the way businesses approach sales enablement, making it easier to connect and succeed with clients.

Introducing the innovative core banking solution designed for forward-thinking banks, SuperCore® serves as a cloud-native platform that empowers financial institutions to gain deeper insights into their customers, expedite product launches, maximize data utilization, and provide cohesive experiences. This Software as a Service (SaaS) managed offering can be accessed worldwide through AWS, streamlining deployment, integration, and operational management. Consequently, banks can significantly lower their service costs while benefiting from a no-code product builder that allows for rapid product development. Additionally, the platform features a real-time events stream that yields timely customer insights, enhancing decision-making processes. With an API-first design, it enables effortless integration across various channels and applications. Its adaptable microservices architecture is modular and configurable, supported by a unified data model that ensures longevity in technology solutions. The inclusion of SmartAdapters, developed in JavaScript and accompanied by OpenAPI Swagger documentation, future-proofs the platform further, complemented by pre-built integrations and modules that accelerate the path to going live. This comprehensive approach positions SuperCore® as an essential tool for banks aiming to thrive in a competitive landscape.

The mortgage source integration facilitates a smooth transition of the information gathered from your tailored fact-find into the APIs of 27Tec. By merging this data with the extensive pre-existing filters that 27Tec provides through its standalone service, users can take advantage of a wide array of lenders, packagers, clubs, and products, all while benefiting from the comprehensive product specifications and advanced research logic that 27Tec integrates into your CRM. After receiving your results, you can easily utilize the documentation options offered by 27Tec; with just one click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS)—both of which can be customized with your specific fees and broker details. Furthermore, these documents will be conveniently stored within your CRM, ensuring that you can access them throughout the application process whenever needed. This streamlined process enhances efficiency and ensures that you have all necessary documentation readily available.