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...

xplan

rainier.reyes

Advisely Team

10 months ago

Great question margaux.bugante ! Looking forward to see if the community has any ideas.

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Multiple email signature

Hi Team, Not sure if someone has asked this before, but is there a way to set up multiple signatures in Xplan? We've started to trial users with hybrid roles, and we realised that it can get quite ...

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