Partner support help centre

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  1. Wealth Portal
  2. Integrations

Integrations

Annature

  • How do I send a document for digital signing using Annature with the portal?
  • How do I set up the Annature integration?

FuseSign

  • FuseSign FAQs....
  • How do I send a document for signing using FuseSign?
  • How do I set up my FuseSign Integration?

Doc Storage Integrations

  • How do I disconnect my Google Drive from my Partner Portal?
  • How do I sync client documents in the portal to FYI docs?
  • How do I set up FYI docs integration?
  • How do I sync my client's Box to their portal?
  • How do I sync documents from my client's portal to Box?
  • How do I set up my Box Integration?
See all 9 articles

Xero

  • How do I Sync data to Xero Practice Manager?
  • How do I import data from Xero Practice Manager?
  • How to set up your Xero Practice Manager Integration.

Wealth

  • Do I sync client contact details to Xplan or Import them?
  • How can I integrate myprosperity with Midwinter (AdviceOS) ?
  • How do I set up my Sentinel Integration?
  • 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?
See all 19 articles

Accounting

  • How do I import my MYOB client and staff lists?
  • How to set up your BGL Integration
  • How do I set up the Class Super Integration?

Overview

  • How to set up your Salesforce/Salesforce financial Services Cloud Integration.
  • How do I delete an integration feed from a client file?
  • How do I request a new integration?
  • What are direct Integrations and how do they work?
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