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Integration FAQ
Intelligent Office (iO)
11
Initial setup of Intelligent Office/ATEB integration
How to use Intelligent Office/ATEB integration functionality
Intelligent Office - Suitability Report - Supported Fields
Intelligent Office Integration - Mortgage Plans
Intelligent Office Integration - Protection Plans
See all 11 articles
Xplan (iress)
8
Initial setup of Xplan/ATEB integration
How to use Xplan/ATEB integration functionality
Xplan - Suitability Report - Supported Fields
How to change the Xplan account the Suitability account is integrated with?
Xplan Integration - Mortgage Plans
See all 8 articles
