This video walks you through how you can easily integrate Genovo with Xplan, the back office software from Iress.  It also demonstrates how, having set ...

It’s really easy to integrate your Genovo and Xplan accounts. Stage 1 - Setting up and activating the integration for your company How you initially...

Not all fields in the Genovo Client library are currently integrated. This could be for one of two reasons: 1) There is no corresponding field in Xplan ...

Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Xplan field mapping as well as any 'tr...

The clients you pull across from Xplan will be stored in the Client & Report Library within Genovo. If you’re subscribed to a multi-user Company Pla...

Having added an integrated client to Genovo, you can update the data contained within the integrated fields at any time from within the Client & report ...

Having added an integrated client to Genovo, it could be that you need to unlink it because you're changing back office systems for example.  You can on...

It is possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number of b...

When building a report for an integrated client, you can pull details of their plans from Xplan into the following review sections: Review of Your Existin...

Having added an integrated plan for an integrated client, you can really easily update the data contained in the integrated fields at any time, for example ...