Anonymous's avatar
Anonymous
8 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...
xplan
primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
7 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
    7 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.

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