katrina.yung
Iress Team
Iress TeamAMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities?
Join me here on Wednesday 9th October from 2pm to 2:30pm.
With years of exp...
rainier.reyes
Advisely Team
Advisely TeamWelcome everyone to an Advisely Ask Me Anything (AMA) thread!
Here's how to get involved:
- 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. Katrina will be here to answer whatever Xplan WealthSolver questions you have during the scheduled time.
- Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- 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.
- Enjoy the Experience: Use this opportunity to gain insights, share laughs, and connect. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question.
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katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...
