Advice Designer

How to activate your Advice Designer integration with Xplan

Enabling Advice Designer on Xplan

How to add a Xplan App integration to your Workspace

Setup your Xplan App integration

Set up your user profile

How to add a client by importing from Xplan

Import a client

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

Create a plan

Plan Authoring: Publish a Plan

How to share a published plan with your client

Plan Presentation: Share Plan Presentation with the client

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

Create a Review

Review Authoring: Publish a Review

How to share a published review with your client

Review Presentation: Share Review Presentation with the client(s)

Everything you need to know to get started with Advice Designer

Getting started with Advice Designer

Go to Advice Designer

Find answers and get help from Intercom Support and Community Experts

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