margaux.bugante
6 months agoValued Supporter
Statement of Advice for Multiple names
Hi Team,
Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...
rainier.reyes
Advisely Team
6 months agoGreat question margaux.bugante ! Looking forward to see if the community has any ideas.
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