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- PADUA SORRENTO: Iress Open Standard Integration
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PADUA SORRENTO: Iress Open Standard Integration
on
18-11-2019
07:49 PM
- last edited on
31-07-2020
12:27 AM
by
melanie.meadwel
Labels:
Type: Digital Engagement
Locale: 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: helpdesk@paduafinancialgroup.com.au
Integrator's Setup Guide: please contact Padua
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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