bridget.poolman's avatar
bridget.poolman
Social Sightseer
10 months ago

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...
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
10 months ago

Thanks 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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