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
sarah.schultz's avatar
sarah.schultz
Visiting Enthusiast
2 years ago

I second the 'refresh' function in Risk Researcher, similar to what WealthSolver has.  This would be a great addition!

It would also be handy if we could import a completed need analysis from XTools.  I will often have an adviser complete the analysis there, and then when I try to recreate it within Risk Researcher so it flows through into the SoA along with the recommendations, the assumptions are different.  If a previously completed needs analysis could be imported in, it would save the doubling up of data entry.

Thanks 😁

Anonymous's avatar
Anonymous
2 years ago

Hi sarah.schultz

Thanks for questions.

As per reply above, we are happy to review the ability to "refresh" within an existing scenario.

In terms of "refresh", are there specific details you are referring to, i.e. Existing policy information, client details?

 

Regarding the import from Xtools, this sounds like a great feature that could hopefully be a time saver and avoid double entry.

We will add this in for investigation, and we will provide some feedback as soon as possible.

 

Thanks

 

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