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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 - Investment Plans

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Xplan (Pilot) 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

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