AdvisorForms - Prefill and update XPLAN Fact Find data
3:45
YouTubeUmlaut
AdvisorForms - Prefill and update XPLAN Fact Find data
In this short tutorial, we will show you how to generate custom digital Fact Finds and how we can prefill the forms with client data from XPLAN, then sync the updated information back to XPLAN.
712 viewsJul 30, 2020
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