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Practifi: Iress Open Standard Integration
on
26-03-2019
04:39 PM
- last edited on
31-07-2020
12:35 AM
by
melanie.meadwel
Labels:
Type: Practice Management
Locales: Australia, New Zealand
Description provided by the integrator:
Practifi is the business management platform powering growing financial advice firms around the world.
We’re more than your average CRM. Unlock new insights, manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.
Contact details for integrator: support@practifi.com
Integrator's Setup Guide: Practifi User Guide
Website for integrator: https://www.practifi.com/
Status: Live
Activation Type: Switched on in Xplan System Settings
Iress Contact: please contact your account manager for further assistance.
0
Kudos
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.
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