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Nod: Iress Open Custom Integration

Iress People

 

Type: Document Management 

 

Locale: Australia

 

Description provided by the integrator: 

Nod is a document automation and compliance platform helping to increase the efficiency of financial planning firms by speeding up the creation of advice documents and the management of document content.  The Nod integration with XPLAN marries XPLAN's outstanding financial planning tools with Nod's advanced document automation capability. It allows data that already exists in an XPLAN site to flow seamlessly into documents in Nod, removing the need for double-handling of data

 

Contact details for integrator: support@nod.money

 

Website for integrator:  https://www.noddocs.com/

 

Expected Delivery: Live now

 

Activation Type (once live): custom

 

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

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