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Learn the basics of ViewPoint and get up to speed with how the software works. We'll be posting more films and will update you with emails on the new films we post to make your experience using ViewPoint better..

Getting started on ViewPoint

Learn how to use ViewPoint workspaces, worksheets and widgets.

How to use trading widgets in ViewPoint

Learn how to use ViewPoint trades, order and market depth widgets.

How to use ViewPoint widgets part 1.

Learn how to use ViewPoint charting, security and news widgets.

Getting started on ViewPoint

Learn how to use ViewPoint workspaces, worksheets and widgets.

How to use trading widgets in ViewPoint

Learn how to use ViewPoint trades, order and market depth widgets.

Video next to copy using custom HTML

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Xplan is an award-winning financial planning and wealth management software for the financial services industry.

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Find out how we can help your business.

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When Birling Wealth Management opened its doors 18 months ago, the team knew that choosing the right technology was critical. Through Xplan, Birling are streamlining operations and freeing up the team to focus on delivering a world-class client experience.

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When Birling Wealth Management opened its doors 18 months ago, the team knew that choosing the right technology was critical. Through Xplan, Birling are streamlining operations and freeing up the team to focus on delivering a world-class client experience.

Wide video placement

Video embed using CMS

When Birling Wealth Management opened its doors 18 months ago, the team knew that choosing the right technology was critical. Through Xplan, Birling are streamlining operations and freeing up the team to focus on delivering a world-class client experience.