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 - Xtools and Xtools+

Guides - Practice Management

Webinars - Client Portal

Wizards - 5. Administer the Client