Partner Support - myprosperity Lite

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Integrations

Xplan

  • How do I use the 'Advanced Search' feature?
  • How to preview and edit Xplan data
  • How do I export documents to Xplan?
  • How do I export client data from the partner portal to Xplan?
  • How do I create a client in Xplan from the partner portal?
  • Importing Client data from Xplan: A guide to Importing, Linking and Ignoring
See all 20 articles

Fuse Sign

  • How do I set up my FuseSign Integration?

DocuSign

  • How do I set up the DocuSign integration?

Annature

  • How do I set up the Annature integration?

Portal

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