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

Advisely Team

3 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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jessica.lamb Xplan Hub

Updating Wealthsolver / IPS with current AA and fees

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

WealthSolver Balances/Aggregation

Are you missing out on one of WealthSolver's best features?