Partner help centre
How can we help you?
6 steps to get you started
1. Add your firm's details and add staff members
2. Send your paper forms to us to be digitised
3. Training: Online and with a Trainer
4. Configure the portal :set up surveys, services, Integrations, mobile app tools
5. Use the Marketing Hub resources to promote your awesome new digital brand
6. Add your clients using integrations, CSV or manual import and let the onboarding begin
FAQs
How do digital fact finds work?
How do I amend a client’s details (name, email, etc)?
Troubleshooting
Troubleshooting the XPlan integration
My Marketing Hub isn’t working. What do I do?
Where can I view my invoices?
Client Portal Help Centre
6 steps to get you started
1. Populate your firm's details into the portal, and add staff members
2. Send your paper forms to us to be digitised
3. Training, training, training
4. Configure the portal to meet your firm's needs –
set up surveys, services, Integrations, mobile app tools and cashflow categories
5. Use the Marketing Hub resources within your portal to promote your awesome new digital brand
6. Upload your client list, select clients, and let the onboarding begin
FAQs
How do digital fact finds work?
How do I amend a client’s details (name, email, etc)?
Troubleshooting
Troubleshooting the XPlan integration
My Marketing Hub isn’t working. What do I do?
Where can I view my invoices?
Digitise your form
Webinars
Training videos
Dashboard
Clients
Documents
Digital forms
Rooms
Lead generation
Resources
Configure
Integrations
Admin settings
