Xplan Integrations
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PADUA SORRENTO: Iress Open Standard Integration

Iress People


Type: Digital Engagement


Locale(s): Australia


Description provided by the integrator

SORRENTO is an Online Fact Find designed to be used by the Adviser with their Client. Sync your Xplan client data with SORRENTO to reduce double entry and duplication of data.


Contact details for integrator: TBA


Website for integrator: https://www.paduafinancialgroup.com.au/


Expected Delivery: live now


Activation Type: can be switched on in Xplan System Settings


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

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