Integrations
Annature
FuseSign
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?
Xero
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?