New User Guide

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

View Guide

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

For best results using search bar, only use one word at a time.

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