Xplan (Pilot)

Initial setup of Xplan/ATEB integration
To enable the Xplan integration within your ATEB Suitability account, please follow this step-by-step guide: Important Note: If have your 'Own Site...
Fri, 16 Oct, 2020 at 9:22 AM
How to use Xplan/ATEB integration functionality
Before following this guide, please ensure that you have successfully completed the ‘Initial setup of Xplan/ATEB integration’ guide.  To create a report...
Fri, 16 Oct, 2020 at 1:09 AM
Xplan - Suitability Report - Supported Fields
The following fields are supported by the ATEB suitability integration:         Getting Started   Key Information > Main > Personal Details ...
Mon, 19 Oct, 2020 at 3:32 PM
How to change the Xplan account the Suitability account is integrated with?
To do this involves the following steps: 1) Disconnect the Xplan integration in the Suitability application. To do this, go into the 'Data Integra...
Fri, 16 Oct, 2020 at 3:09 PM
Xplan Integration - Mortgage Plans
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Investment Plans
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Retirement Plans
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Protection Plans
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM