Partner support help centre

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  1. Wealth Portal
  2. Integrations
  3. Xplan

Xplan

  • How do I export balance sheet items to XPLAN?
  • Troubleshooting the XPLAN Integration
  • Do I sync client contact details to Xplan or Import them?
  • 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?
  • How does the XPLAN integration work?
  • How to set up your XPLAN Integration?
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