Partner support help centre

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  1. Wealth Portal
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  3. Xplan

Xplan

  • How do I create a client in my portal from Xplan?
  • How do I import a Client group from Xplan with a shared email?
  • How do I review the integration progress with Xplan and review import data into the partner portal?
  • How do I connect a client to their Xplan file within the partner portal (Dec 2022)?
  • How do I Connect/Reconnect to Xplan?
  • How do I trigger an import of data from Xplan to my portal?
  • How do I export data to Xplan?
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