This video walks you through how you can easily integrate Genovo with Xplan, the back office software from Iress. It will also demonstrate how, having set up the integration, you can seamlessly pull both client and plan data from Xp into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.
VIDEO: How to set up and use the integration with Xplan Print
Modified on: Wed, 7 Apr, 2021 at 10:36 AM
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