Partner support help centre

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  1. Wealth Portal
  2. Integrations
  3. Xplan

Xplan

  • Xplan and your portal: Journey maps
  • What is the Xplan Integration (Dec 2022) ?
  • How to set up your Xplan integration (Dec 2022)?
  • What client data can be imported/exported via the integration (Dec 2022)?
  • How do I add a client from Xplan to the partner portal (Dec 2022) ?
  • How do I import a client's data from Xplan to the partner portal (Dec 2022)?
  • How do I review imported items (Dec 2022) ?
  • How do I check the status of an import/export (Dec 2022)?
  • How do I create a client from the partner portal to Xplan (Dec 2022) ?
  • How do I export client data from the partner portal to Xplan (Dec 2022) ?
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