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Moneysoft: Iress Open Standard Integration

Iress People

 

Type: Portal

 

Locale: Australia

 

Description provided by the integrator:

Moneysoft develops and supplies personal financial management (PFM) technology delivered as an integrated portal for your clients’ household and wealth data or as a combined solution across your advice practice compliance and data tools.

 

Contact details for integrator: support@moneysoft.com.au

 

Website for integrator: www.moneysoft.com.au

 

Expected Delivery: TBA

 

Activation Type: Xplan System Settings

 

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

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