Risk researcher income protection matrix
is there a way to have the matrix inside the Risk researcher output, so that it can be in the statement of advice?
currently it generates as a separate PDF
Hi paul.carrick ,
Thanks for the question.
Yes, any Risk Researcher report is able to be included within the Statement of Advice.
Please refer to https://community.iress.com/t5/Best-Practice-Xplan/Enable-Risk-Researcher-Scenario-Reports-to-record-any-generated/ta-p/16242 for details on how to enable the setting, and then the required xmerge for inclusion on the SOA.
Thanks.
- rainier.reyes
Advisely Team
Thanks for your question paul.carrick !
If you have any more questions on Xplan Risk Researcher, product manager Anonymous is currently responding in a live AMA thread here until 2:30pm AEST!
I wonder if , Anonymous , you could provide your insights here?
