Partner support help centre
How can we help you?
6 steps to get you started
1. Populate your firm's details into the portal, and add staff members
2. Send your paper forms to us to be digitised
3. Training, training, training
4. Configure the portal to meet your firm's needs –
set up surveys, services, Integrations, mobile app tools and cashflow categories
5. Use the Marketing Hub resources within your portal to promote your awesome new digital brand
6. Upload your client list, select clients, and let the onboarding begin
FAQs
How do digital fact finds work?
FAQ: Generated Wills
How do I amend a client’s details (name, email, etc)?
Troubleshooting
Troubleshooting the XPlan integration
My Marketing Hub isn’t working. What do I do?
Where can I view my invoices?
Getting Started
How do I activate my account?
Where can I find the online training course?
What is Private mode? How do I enable / disable it?
How do I perform bulk actions on the client list?
FAQs
How do digital fact finds work?
FAQ: Generated Wills
How do I amend a client’s details (name, email, etc)?
Troubleshooting
Troubleshooting the XPlan integration
My Marketing Hub isn’t working. What do I do?
Where can I view my invoices?
Digitise your form
Security
Configure
Dashboard
Clients
Fact Finds
Documents
Lead Generation
Resources
Webinars