Xplan Integrations
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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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