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May 2020 Newsletter

Moneysoft May 2020 eNewsletter out now. It's a bumper issue with the latest software updates, integration and events:

  1. Digital Fact Find and eSignatures
  2. iress Xplan Portfolio (IPS) integration goes LIVE!
  3. Webinar series update - get your copy of the recording
  4. Creating a budget in Moneysoft, for your clients

May 2020 Newsletter