Our integration with Xplan allows almost all of your fact find information to integrate to and from both your partner portal and Xplan.
A table of the Assets and Liabilities section mapping for importing and exporting can be found below.
IMPORTANT: The category mappings have been based on a standard generic Xplan configuration. If you have custom categories added to your Xplan setup, some items may fail to import/export.
IMPORTING
EXPORTING