katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
9 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...
advice production
compliance
insurance
investments
xplan
tomm's avatar
tomm
Valued Supporter
9 months ago

Hi again,

Is there a way you can refresh a live  WealthSolver scenario to reflect a clients change of assets or super fund balance data feed from Client Focus (manual updates) / IPS (auto market feeds) since the initial scenario was made? It seems there is no way to update a client's position without having to start a brand new WS scenario from scratch. If there was a button within the specific WS scenario to update a client's changes, that would be super helpful.

I know this session is all things WealthSolver but the same issue applies in Risk Researcher and can be far worse given how complex the Needs Analysis tool can be and the challenges having to rebuild that from scratch (a ditto tool in this regard per my earlier question would also be useful).

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

    WealthSolver has a refresh button via the cog in the top right hand side of current situation :

    It will update the portfolio account balance from portfolio. 

    • tomm's avatar
      tomm
      Valued Supporter
      9 months ago

      Hi Katrina, this is great to hear. Thank you for sharing. Does the same refresh button exist in Risk Researcher?

      Thanks again. 

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

Related Content