Last updated
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12 March,
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2024
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Available to all users with access to the |
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Note: The data you save on this slide is also used on the next steps slide, the thank you slide and the Portfolio review slide. |
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You can input/edit your adviser, practice and licensee details.
You can edit the title of the document (“Portfolio Review” by default, or whatever your practice admin has set it to).
As a back-up just in case your adviser/licensee data isn’t set up properly in Xplan, you can manually edit any of the client, adviser or licensee data.
Notes on PDF version
The PDF version looks exactly the same as the interactive version.
Technical Xplan info
API endpoint for the client data:/entity/blah/blah
API endpoints for the adviser/licensee data:/entity/blah/blah/entity/blah/blah