Updating Wealthsolver / IPS with current AA and fees
Hello,
I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...
rainier.reyes
Advisely Team
Advisely TeamThanks for your question bridget.poolman !
Looking forward to seeing if the community has a response.
You're also free to post it in our AMA happening right now until 4pm AEDT with Xplan efficiency expert courtney.youngblutt here.
I might also suggest you reach out to Iress support via Iress Connect here.
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