Partner help centre
Wealth Portal
Webinars
2021
Helpful guides: Setting up admin, configuring, security, staff and integrations
28 April 2021 03:53
Related articles
Related articles
Are you Securely Sharing Data & Collaborating with Your Clients?
How do I remove a staff member from my Partner Portal?
How to set up your Xplan integration
How to add and invite staff to the Partner Portal
Client Checklist : Information Required by a client for onboarding