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

rainier.reyes

Advisely Team

8 months ago

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?

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All your Risk Researcher questions, answered

We recently hosted an AMA on Xplan Risk Researcher. What did we learn?

Advisely-Team Xplan Hub

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...

AnonymousAMA

Risk researcher income protection matrix

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

All your Risk Researcher questions, answered

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!