Anonymous's avatar
Anonymous
2 years ago

AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...
xplan
sarah.burke38's avatar
sarah.burke38
Active Interactor
2 years ago

Hi Matthew, 

Our business uses Revex rather than Commpay, is there any way of getting a datafeed for Revex? we don't want o have to manually import data every month.  Do you know who I need to speak to?

Thanks

Sarah

Anonymous's avatar
Anonymous
2 years ago

Hi sarah.burke38, thanks for your question.

This one is outside my Labs and Tasks wheelhouse, but I've checked in with the teams involved in that space and this isn't something being explored with Revex at this time and you would need to speak to them about integrations as a starting point.  

Kind regards,

Matthew

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