Xeppo Client Engage Resource Guide
Net Worth App
- Net Worth Report Introduction
- Explanation of terms (Net Worth)
- First time setup (Net Worth App)
- Activating Groups (Net Worth App)
- Bulk updating of Net Worth Data
- Report Preparation (Bulk and Fine Tune features)
- Disabling a Xeppo Group (Net Worth App)
- Automated Rules (Net Worth App)
Moneysoft App (inc Client Portal examples)
If you elect to connect Moneysoft then the following videos will help you through.
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