Partner support help centre
How can we help you?
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?
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?
Digitize your form
Dashboard
Clients
Documents
Fact Finds
Lead Generation
Configure
Resources
Security
Webinars
