katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
7 months ago

AMA: 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...
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michael.ryan's avatar
michael.ryan
Social Sightseer
7 months ago

We currently don't use WealthSolver for modelling existing portfolio changes and use IPS for this, however when looking into if we were to do this in WealthSolver the interface doesn't appear to work well for modelling - i.e. you have to switch screens to see changes to the asset allocation. Is this something that can be worked on to better allow for modelling? Or is there a way to do this currently?

  • katrina.yung's avatar
    katrina.yung
    Icon for Iress Team rankIress Team
    7 months ago

    Asset Allocation is shown per proposal at the moment. So it includes all client's asset. However, WealthSolver is currently working with the UI/UX team to enhance the advice journey experience, and hopefully it will make your journey more efficient.

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