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myprosperity & Xplan
Discover how you can maximise the powerful integration offered by myprosperity and Xplan to create system collaborated client data. We'll walk through the simple steps to setting up the integration in your partner portal, how to import clients and their data, exporting balance sheets from myprosperity to Xplan and what the client sees in their portal once you import their data and add balance sheet items.

Sep 21, 2021 12:00 PM in Canberra, Melbourne, Sydney

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