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Suitebox now integrated with Xplan

A Customer Relationship Management System (CRM) offers an advisor a myriad of benefits including, but not limited to, sales and relationship management, marketing support and data analytics, management and security. In keeping with this theme, Suitebox has now integrated with Xplan by Iress. Xplan is well established in the South African market place. With its […]

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Banner: Suitebox – Horizontal

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XPLAN announces integration with Suitebox

Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients. Some features the new partnership offers advisers include scheduling video meetings with clients using Xplan, using screen sharing documents and applications, recording […]

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