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

Anonymous

11 months ago

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.

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