Partner help centre
Wealth Portal
Training videos
Xplan
How do I export documents to Xplan?
13 February 2024 04:50
Related articles
Related articles
How do I add a client from Xplan to the portal?
What you need to know prior to your Xplan Integration
How do I export data to Xplan?
How do I import a Client group from Xplan with a shared email?
How do I connect a client to their Xplan file within the partner portal?