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Client Portal Video - Adding IPS reports to Client Portal - Client Level Adding IPS reports to Client Portal Client Level

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XPLAN Webinar Training: Creating and Sending Personalised Email Templates XPLAN Training 2024-10-02 Creating and Sending Personalised Email Templates

Webinar: XPLAN Training - Model Portfolios in WealthSolver and IPS 2024-09-03 13.01.46 XPLAN Training - Model Portfolios in WealthSolver and IPS

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Risk Researcher Premium Validate Risk Researcher Premium Validate

XPLAN Training Webinar: XPLAN Success Summit - File Notes Best Practice & the future of File Notes using AI XPLAN Success Summit - File Note Best Practice

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Video: Installing the Outlook Plugin V3 Installing the Outlook Plugin V3

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XPLAN Training: The new Portfolio Screens - an introduction