Xplan (iress) (8)

Initial setup of Xplan/ATEB integration

Modified on 16 Oct 2020
How to use Xplan/ATEB integration functionality

Modified on 16 Oct 2020
Xplan - Suitability Report - Supported Fields

Modified on 26 Jan 2021
How to change the Xplan account the Suitability account is integrated with?

Modified on 16 Oct 2020
Xplan Integration - Mortgage Plans

Modified on 19 Oct 2020
Xplan Integration - Investment Plans

Modified on 19 Oct 2020
Xplan Integration - Retirement Plans

Modified on 19 Oct 2020
Xplan Integration - Protection Plans

Modified on 19 Oct 2020