Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Integrations
  3. APS

APS

  • What is the APS integration?
  • How to set up your APS Integration
  • How do I add a client or entity from APS to the partner portal?
  • How do I import a client's details and relationships from APS to the portal?
  • How do I trigger a bulk import of clients/entities and their relationships from APS to the partner portal?
  • How do I connect/disconnect a client to their APS file within the partner portal?
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