livepresowealth: Iress Open Integration

[melanie.meadwell]

Integration overview

This is a custom integration which means that the integration was built by the third party integrator in conjunction with Iress.  You will not be able to enable the connection directly and should refer to the setup instructions or your Account Manager for clarification on how to proceed.

• Integration overview
• Integration summary

Integration summary

Transforming the client experience; automating the creation of beautiful, interactive, compliant Statements of Advice, in seconds.

Software type: Advice

Locale:  Australia

Contact details for integrator: contact@salespreso.com

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

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.

 Setup instructions

This integration requires specific licenses to be active on your Xplan site. Please contact your Iress representative for assistance.