Integrations

Wealth

• 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?
• How do I export balance sheet items to XPlan?
• How do I review and import balance sheet items from the XPlan integration?
• How do I import and review client portfolio items from the XPlan integration?

See all 15 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 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?