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...
xplan
sarah.schultz's avatar
sarah.schultz
Visiting Enthusiast
8 months 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
8 months 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

 

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just 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 Discussions