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Fin365: Iress Open Standard Integration

john.gartland
Iress People

Overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

  

Integration details

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.

 

Software type: CRM

Locale:  AU

Expected delivery: Live

Activation type (once live): System Settings

 

Contact details for integrator: Stephen@fin365.com.au

Website for integrator: https://fin365.com.au

 

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.

Leveraging the power of Microsoft business applications Fin365 has added the customisations, automations and integrations needed to deliver an easy-to-use system that delivers immediate value to our customers.

The heart of Fin365 is a customised version of Microsoft Dynamics 365, an industry leading CRM solution that provides centralised management of all client and business data. Fin365's CRM is hosted inside your own Office 365 environment, providing enterprise grade security and redundancy of business data and seamless integration with Outlook, SharePoint, Teams, etc.

To complement the CRM, Fin365 provides a collection of web applications and integrations with other systems that allow you to configure a technology stack that meets the needs of your business.

Out of the box features include Client Portal with Online Fact Find, Revenue Management, Business Intelligence Reports, Investment and Insurance Data Feeds Strategy Construction and Document Templates.

 

Setup Instructions

Activation in Xplan is via system settings and the self activation of the integration.

Further guidance on how to setup and use the integration is located in Related Articles below.  

 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

 

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