Xplan
- How does the Xplan integration work?
- How to set up your Xplan integration
- I have connected Xplan to my portal, how do I import new clients and/or information?
- How do I review and import client portfolio items from the Xplan integration?
- How do I review and import balance sheet items from the Xplan integration?
- How do I export balance sheet items to Xplan?
- Do I sync client contact details to Xplan or Import them?
- Troubleshooting the Xplan Integration