New User Guides

An essential collection of training guides essential for new users using Compass or CWT.

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For practices to reach their full potential with Xplan, training is essential. Browse our library of training videos and guides below!

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FAQ - Client Focus


FAQ - Portfolio (IPS)


FAQ - Practice Management


FAQ - Risk Researcher


FAQ - WealthSolver


FAQ - Xtools and Xtools+


Guides - Practice Management


Webinars - Client Portal


Wizards - 5. Administer the Client