Support Staff Webinar

Join us for our July Support Staff Webinar. Josh from our Advice Technology Team will guide you through a range of Xplan components for Support Staff, Practice Managers and Paraplanners.

Webinar Slides

Reference Guides

Advice Wizards reference guides

Managed Field Content

Advanced Search

Management Reports

Sample Export report

Client Portal User Guide

Client Portal & Digital Signatures

Separating Client and Partner

Updating Datafeed mappings

  HUB24

  Macquarie

  IOOF Group

Adviser Preferences