Anonymous's avatar
Anonymous
2 years 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...
xplan
primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
12 months ago

A question I have heard recently was around how do you best incorporate Xplan's fully interactive risk insurance comparator system in an advice process?  Anonymous 

  • Anonymous's avatar
    Anonymous
    12 months ago

    Hi primrose.foster ,

    Thanks for your question.

    Each of the the Risk Researcher screens are able to be embedded within a site's advice wizard.

    Please refer to our Iress Learning Centre for a micro-learn on adding wizards.

Welcome to an AMA thread!

Here's how to get involved:

  1. Submit your questions: Type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

Recent AMAs