WealthSolver Balances/Aggregation
katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change to this in IRESS Community. Are you aware if this has been a recent change?POLL: What will impact advice accessibility the most in the next decade? 🤔
It is commonly agreed that accessibility of advice is currently a problem and is only set to compound over the next decade. In your opinion which of the following will have the most profound impact on advice accessibility over that period? Data - efficiently in who needs advice and when People - professionals and support Software - efficiency in advice delivery Comment [1], [2] or [3] below 👇👇
