Anonymous's avatar
Anonymous
9 months ago

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...
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rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
9 months ago

Thanks Brent for the AMA!

Just wanted to know how you would efficiently create standard insurance SOAs in Risk Researcher?

  • Anonymous's avatar
    Anonymous
    9 months ago

    Hi rainier.reyes ,

    We include a default SOA as part of Quick Merge within Risk Researcher. This is intended to give an example of layout and content available for the report output.

    The default template can be downloaded, with the ability to customise as needed.

    Alternatively out Technical Services team are more than happy to assist with customising SOAs.

    Thanks

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