Learn how to connect your Ethic Adviser Account to your Xplan account. This will create a secure connection allowing you to import basic information, including Portfolios so you can start to review clients and analyze their sustainable investing needs

Ethic Adviser Tutorial: Connecting to Xplan
- Post author:Ethic Adviser
- Post published:16/07/2022
- Post category:Help and Guides
- Post comments:0 Comments