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: stephen@fin365.com.au
Expected Delivery: In Pilot
Activation Type: Xplan System Settings
Iress Contact: please contact your account manager if you need further assistance.