Platform Connect: Adding Platforms
Platform Connect is where you save your default login details for your CRM & investment platforms. Filenote AI fills them in for you whenever a feature connects to that platform, such as Platform Reports or Fact Find Update. You only need to do this once.
How to add a platform
- Go to Settings / Platform Connect and open the Manage platforms tab.
- Click the + button (Add platform) at the top right of Connected platforms.
- Choose your platform from the list.
- Enter your default login user name, then click Save. For a CRM, also enter the website address you use to sign in.
Your platforms are grouped under CRMs and Investment platforms. To change a login, edit it and click Save. To remove a platform, click the × on its card.
| ✓ Supported investment platforms Filenote AI currently supports Xplan and 6 investment platforms. The Add platform list only shows the platforms you haven't added yet. |
Next steps for Platform Reports
Getting Platform Reports running takes three steps. You've just done the first one.
| 1. Set up | Connect your CRM and investment platformsYou're here |
| 2. Configure | Set up your report packs and report dates |
| 3. Run | Run Platform Reports for your clients |
CRM: related articles
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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