Board of Directors
IRESS XPLAN Integration
Can an XPLAN adviser schedule a meeting with non XPLAN clients
Can a host (XPLAN adviser) join a SuiteBox meeting from his email invite?
Are there any restrictions on what an XPLAN advisor can do once they are in SuiteBox?
Is SuiteBox branded for XPLAN instances?
Does an XPLAN user need to create an account in SuiteBox?
How do IRESS XPLAN advisors join SBX?