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Fin365: Iress Open Standard Integration

melanie.meadwell
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: stephen@fin365.com.au

 

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

 

Expected Delivery: In Pilot

 

Activation Type: Xplan System Settings

 

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