About this webinar:
Experience IRIS Elements. Seamless integration of compliance, onboarding, and productivity tools, all streamlined within a single cloud-based platform. Join our expert Mark Elley as he demonstrates the IRIS Elements platform delving into a few of our many products.
Agenda:
- Client Onboarding and Proposal Manager
- IRIS Elements AML
- IRIS Elements Practice Management
- IRIS Elements Accounts Production
- IRIS Elements Tax
Speakers:
