Please sign in or register to access software information via the Iress Community.
Xplan Integrations
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Fin365: Iress Open Standard Integration

Iress People


Type: Practice Management, CRM


Locale: Australia / New Zealand


Description provided by the integrator:

Fin365 is a comprehensive business and client management platform, built on Microsoft 365 technologies, that enables financial services businesses to deliver better outcomes to more clients, more efficiently.

Contact details for integrator:


Website for integrator:


Expected Delivery: Coming soon


Activation Type: Xplan System Settings


Iress Contact: please contact your account manager if you need further assistance.

At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website