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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: contact@salespreso.com

 

Website for integrator: https://salespreso.com/wealth

 

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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