Xplan (iress) (8)

Initial setup of Xplan/ATEB integration

Modified on Fri, 16 Oct, 2020 at 9:22 AM
How to use Xplan/ATEB integration functionality

Modified on Fri, 16 Oct, 2020 at 1:09 AM
Xplan - Suitability Report - Supported Fields

Modified on Tue, 26 Jan, 2021 at 1:51 PM
How to change the Xplan account the Suitability account is integrated with?

Modified on Fri, 16 Oct, 2020 at 3:09 PM
Xplan Integration - Mortgage Plans

Modified on Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Investment Plans

Modified on Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Retirement Plans

Modified on Mon, 19 Oct, 2020 at 3:53 PM
Xplan Integration - Protection Plans

Modified on Mon, 19 Oct, 2020 at 3:53 PM