Risk researcher income protection matrix

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.

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?