Adviser Forms
A new Fact Find tile is available in Xeppo allowing you to connect to 3rd Party Fact Find Tools. The first 3rd Party Fact Find we have connected to is AdvisorForms.
For more information on AdvisorForms you can contact Shane Reid from Umlaut on sr@umlautit.com.au.
If you currently are using AdvisorForms and would like to access the 3rd Party Fact Find App please contact us on support@xeppo.com.au.
Please see video in the tab for an overview of this feature.
Access 3rd Party Fact Find
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