Iress Integrations

Ox Securities is a globally recognized brokerage that offers a diverse array of over 80 CFD trading opportunities, including forex, commodities, indices, cryptocurrencies, and stocks. Established in 2013, the firm prides itself on its commitment to integrity, honesty, and transparency while providing access to advanced trading platforms like MetaTrader 4 and MetaTrader 5, which are designed to work seamlessly across all devices. Traders benefit from attractive spreads starting at 0.0 pips and leverage options that can go as high as 1:500, with a remarkably low minimum deposit requirement of just $0. To ensure the safety of client funds, Ox Securities utilizes segregated accounts held with respected global banking institutions. Additionally, the brokerage offers multilingual customer support that is accessible 24 hours a day, five days a week, through live chat, email, and telephone, catering to the needs of both novice and experienced traders. Moreover, Ox Securities provides a variety of flexible and secure funding options in multiple base currencies, enabling instant and fee-free deposits through diverse methods. This extensive support system and adaptable approach make Ox Securities a highly attractive option for traders at all experience levels looking for a trustworthy trading ally, while also fostering a vibrant trading community for knowledge sharing and growth.

Discover the ease of using a reliable digital signature platform from the privacy of your home with Videosign, which seamlessly combines online video meetings, secure signing features, cutting-edge identity verification, and extensive compliance tools to elevate your business functions and boost customer satisfaction while reducing both time and expenses. As various industries increasingly adopt online methodologies to cut costs and save resources, the compliance sector is also transitioning to accommodate legally binding signatures and comprehensive identity checks conducted remotely. Videosign equips businesses with the ability to provide a smooth and intuitive digital experience that simplifies customer verification and allows clients to complete digital agreements in real time with their consultants. Utilizing state-of-the-art technologies such as facial recognition and biometric authentication for document verification, along with holographic validation, ensures that your processes remain secure and trustworthy. Moreover, maintain a personal rapport with your clients through our dedicated video conferencing room, a space designed for signing crucial documents while enhancing engagement and trust. This forward-thinking strategy not only streamlines transactions but also significantly strengthens the relationship between businesses and their clients, fostering loyalty and satisfaction in a competitive market. Embrace the future of digital transactions with confidence and ease, knowing that Videosign has your business needs covered.

Dynamic Planner serves as a vital solution for financial planning that ensures investment appropriateness, improves operational workflows, and highlights value for clients. By utilizing Dynamic Planner, you can effectively design compelling financial plans that prioritize your clients' investment needs. Tasks that traditionally required extensive hours for investment assessments can now be finalized in less than 45 minutes, optimizing your overall productivity. The platform is designed with user-friendliness in mind, making it seamless to incorporate into your current systems. Additionally, the robust reporting capabilities offered by Dynamic Planner enable firms to enhance their client interactions and provide greater value. We encourage you to explore how our all-encompassing financial planning approach can positively impact your organization, simplifying both the implementation and onboarding processes. Through Dynamic Planner’s award-winning psychometric risk profiling questionnaires, you are able to maintain a coherent grasp of risk throughout your financial planning efforts. In the current financial environment, precise assessment of your clients' risk tolerance is paramount for achieving favorable results. This cutting-edge strategy not only improves client satisfaction but also greatly enhances the productivity of your financial planning processes, allowing for more effective service delivery and relationship management. Ultimately, adopting Dynamic Planner empowers financial advisors to provide tailored solutions that resonate with their clients’ unique financial journeys.

Virtual Cabinet is a premier global provider of digital document management solutions, as well as software for task management, client communication, and electronic signatures. Our goal is to enhance profitability for businesses of all sizes by offering a single, secure platform to store, access, and manage work efficiently. Users appreciate our intuitive document management software, which is currently utilized by over 70,000 individuals and is recognized for its exceptional integration capabilities with major CRM, back-office, and project management tools. Virtual Cabinet can be deployed in various formats, including desktop, private cloud, or full cloud solutions, ensuring flexibility for diverse IT environments. Our suite of software solutions is designed to meet the specific needs of our clients, making it easier for them to operate effectively. Professionals from a wide array of sectors, such as Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, and Construction, leverage Virtual Cabinet to streamline administrative and filing processes, ultimately saving valuable time and resources. By adopting our solutions, organizations can focus more on their core functions while minimizing the burden of tedious administrative tasks.

LivePreso distinguishes itself as the only sales enablement platform capable of swiftly creating impressive, cohesive, and interactive content tailored for each individual customer within seconds. This innovative tool allows your sales presentations to incorporate dynamic interactive elements that adapt in real-time to the requirements of the client. Additionally, it simplifies the process of crafting integrated Quarterly Business Reviews (QBRs), reducing what was once a lengthy endeavor into a matter of seconds. By harnessing customer data, LivePreso identifies potential growth opportunities, ensuring that you are consistently pitch-perfect, whether in preparation, presentation, deal closure, or relationship expansion. The platform produces automatically personalized, data-driven content that significantly boosts customer engagement. Moreover, with seamless integration into CRM, ERP, and various internal and external data sources, each presentation is meticulously tailored to meet the unique needs of the customer. Utilizing a single cloud-based content repository managed by the organization and synchronized with company data sources, LivePreso guarantees that all presentations are not only consistent and accurate but also current and compliant, all while minimizing the need for extensive manual labor. In addition, the system’s ability to adapt to various client interactions ensures that it continually enhances sales strategies over time. Ultimately, this platform transforms the landscape of sales enablement, streamlining the process of engaging and achieving success with clients.

SuperCore® is an advanced core banking solution crafted for progressive banks, operating as a cloud-native platform that equips financial institutions with enhanced customer insights, quicker product launches, optimized data use, and integrated experiences. Accessible globally via AWS, this Software as a Service (SaaS) offering facilitates smooth deployment, integration, and operational management, enabling banks to significantly reduce service expenses. Its no-code product builder accelerates product development, while the platform's real-time events stream delivers prompt customer insights that improve decision-making. Designed with an API-first approach, SuperCore® supports seamless integration across various channels and applications. The platform's flexible microservices architecture is both modular and configurable, backed by a cohesive data model that ensures its technological solutions remain relevant. The introduction of SmartAdapters, developed in JavaScript and supported by OpenAPI Swagger documentation, enhances the platform’s resilience and adaptability, while pre-built integrations and modules expedite the implementation process. By providing a holistic suite of resources, SuperCore® emerges as an indispensable asset for banks seeking to excel in an increasingly competitive environment, ensuring they are well-prepared for future challenges.

The integration of mortgage sources allows for a seamless transfer of data collected from your customized fact-find directly into the APIs of 27Tec. By combining this information with the extensive filters already available through 27Tec's independent service, users can explore a diverse range of lenders, packagers, clubs, and products, all while tapping into the detailed product information and sophisticated research logic that 27Tec embeds into your CRM system. Once you receive the results, you can effortlessly access the documentation features provided by 27Tec; with a single click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS), both of which can be tailored to include your specific fees and broker information. Moreover, these documents will be efficiently stored in your CRM, ensuring that they are accessible throughout the entire application process whenever you need them. This enhanced workflow not only boosts efficiency but also guarantees that all essential documentation is at your fingertips, facilitating a smoother overall experience. Additionally, having such organized access to vital documents can significantly reduce the chance of delays in the application process.