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livepresowealth: Iress Open Standard Integration

Iress People


Type: Digital Engagement


Locale: Australia


Description provided by the integrator

Re-inventing the Statement of Advice as a visual, data-driven, interactive presentation for financial advisers who want higher levels of client engagement through easy-to-understand, best-interest advice.


Contact details for integrator:


Website for integrator:


Expected Delivery: Ready Now


Activation Type: Custom and requires specific licences to be active on your Xplan site.


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

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