Partner help centre

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  1. Wealth Portal
  2. Training videos
  3. Xplan

Xplan

  • Xplan Overview
  • How do I preview and edit Xplan data?
  • How do I export documents to Xplan?
  • How do I add a client from Xplan to the portal?
  • How do I import a Client group from Xplan with a shared email?
  • How do I review a client's data imported from Xplan?
  • How do I connect a client to their Xplan file within the partner portal?
  • How do I Connect/Reconnect the Xplan Integration?
  • How do I trigger an import of data from Xplan to my portal?
  • How do I export data to Xplan?
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