News and Announcements
SuiteBox Now Integrates with Iress XPLAN
- Published October 23, 2017 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
KEY TAKEAWAYS:
- SuiteBox now has the capapbility to integrate with Iress XPLAN.
- This will allow XPLAN users to meet, collaborate and transact with clients virtually, whenever it suits them.
- XPLAN users will now be able to provide their service more efficently and builder stronger client relationships
- Schedule online client meetings directly from XPLAN
- Screen share documents and collaboration tools
- Video record advice discussions and return all records of the meeting directly to your client’s file notes in XPLAN, ensuring compliance obligations are met
- Digitally share, sign and witness documents during meetings
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