Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Integrations
  3. CFS Edge

CFS Edge

  • How do I set up my CFS Edge integration?
  • How do I add a client from CFS Edge to the partner portal?
  • How do I import a client's details and documents from CFS Edge to the portal?
  • How do I connect/disconnect a client to/from their CFS Edge file within the partner portal?
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