Integrations
Overview
Accounting
Annature
APS
box
Dropbox
FuseSign
FYI
Google Drive
GreatSoft
OneDrive
Wealth
- How do I set up my Australian Money Market integration?
- How can I integrate myprosperity with Midwinter (AdviceOS) ?
- How do I set up my Wealth O2 Integration?
- How do I set up my Xplore Wealth Integration?
- How do I set up my Macquarie Cash/Wrap Integration?
- How do i set up my Implemented Portfolios Integration?
Xero
- What is the Xero Practice Manager (XPM) integration?
- How to set up your Xero Practice Manager (XPM) Integration
- How do I add a client from Xero Practice Manager (XPM) to the partner portal?
- How do I connect/disconnect a client to their Xero Practice Manager (XPM) file within the partner portal?
- How do I import a client's details and relationships from Xero Practice Manager (XPM) to the portal?
Xplan
- What is the Xplan Integration?
- What you need to know prior to your Xplan Integration
- How to set up your Xplan integration
- What client data can be imported/exported via the integration?
- Your portal & Xplan Integration: Asset and Liability Category Mapping for Imports and Exports
- Xplan and your portal: Journey maps