katrina.yung's avatar
katrina.yung
Icon for Xplan Product rankXplan Product
12 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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katrina.yung's avatar
katrina.yung
Icon for Xplan Product rankXplan Product
12 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
12 months ago

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

Thanks again. 

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