IRESS Community

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IRESS Community 作者: Mind Map: IRESS Community

1. Discuss

1.1. Discuss Financial Markets

1.2. Discuss Wealth Management

1.2.1. FAQs (WM)

1.2.2. BP Resource Library (WM)

1.2.3. User Guides (WM)

1.2.4. Release Notes (WM)

1.2.5. Workshops (WM)

1.2.6. Templates (WM)

1.2.7. XMerge Code (WM)

1.2.8. Professional Services (WM)

1.3. Lending

2. Home

3. Partners

3.1. Groups

4. Support

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. News

7. Admin

7.1. Spaces

7.1.1. Categories

7.1.1.1. Discuss Wealth Management

7.1.1.1.1. PWM

7.1.1.1.2. WealthSolver

7.1.1.1.3. XPLAN

7.1.1.1.4. Risk Researher

7.1.1.1.5. IPS

7.1.1.1.6. Client Focus

7.1.1.1.7. XTOOLS

7.1.1.1.8. XTOOLS+

7.1.1.2. Discuss Financial Markets

7.1.1.2.1. IRESS Pro

7.1.1.2.2. IRESS Viewpoint

7.2. STUFF to be sorted

7.2.1. 6. Resources

7.2.1.1. Where I Started

7.2.1.2. Partners

7.2.1.2.1. Closed (clients)

7.2.1.2.2. Open (3rd party)

8. Community Administration

8.1. Community Management

8.2. Topics & Ideas

8.3. Design

8.4. Community Partners