How do IRESS XPLAN advisors join SBX?

For Enterprise users, to request a SuiteBox license an advisor should contact their XPLAN support team or their own IRESS Account Executives

Individual XPLAN advisors that are not a part of the Enterprise model are activated for a SuiteBix license via a backend process in XPLAN (version 2.21 - v 2.24). An XPLAN user falling under this category must also contact their XPLAN support team or IRESS Account Executives for activation of SuiteBox.

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