Advice Designer

How to add a Xplan App integration to your Workspace

Setup your Xplan App integration

How to add a client by importing from Xplan

How to create a plan for your client and/or entities

How to share a published plan with your client

How to export your plan documents to myprosperity

How to export your plan documents to Xplan

Everything you need to know to get started with Advice Designer

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