IRESS Community

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IRESS Community 저자: Mind Map: IRESS Community

1. Community Administration

1.1. Community Management

1.2. Topics & Ideas

1.3. Design

1.4. Community Partners

2. Admin

2.1. Spaces

2.1.1. Categories

2.1.1.1. Discuss Wealth Management

2.1.1.1.1. PWM

2.1.1.1.2. WealthSolver

2.1.1.1.3. XPLAN

2.1.1.1.4. Risk Researher

2.1.1.1.5. IPS

2.1.1.1.6. Client Focus

2.1.1.1.7. XTOOLS

2.1.1.1.8. XTOOLS+

2.1.1.2. Discuss Financial Markets

2.1.1.2.1. IRESS Pro

2.1.1.2.2. IRESS Viewpoint

2.2. STUFF to be sorted

2.2.1. 6. Resources

2.2.1.1. Where I Started

2.2.1.2. Partners

2.2.1.2.1. Closed (clients)

2.2.1.2.2. Open (3rd party)

3. Home

4. News

5. Explore

5.1. Best Practice Guides

5.2. Client Success Stories

5.3. Events

5.4. Feature Guides

5.5. Resources

5.6. Thought Leadership

5.7. White Papers

5.8. About the IRESS Community

6. Discuss

6.1. Discuss Financial Markets

6.2. Discuss Wealth Management

6.2.1. FAQs (WM)

6.2.2. BP Resource Library (WM)

6.2.3. User Guides (WM)

6.2.4. Release Notes (WM)

6.2.5. Workshops (WM)

6.2.6. Templates (WM)

6.2.7. XMerge Code (WM)

6.2.8. Professional Services (WM)

6.3. Lending

7. Partners

7.1. Groups

8. Support