Use the review authoring pathway to construct a Review, Review SOA or Review ROA for your Client, Clients' Partner, Joint and Other Entities (Company, SMSF and Trust).
How to create a review
Click on the Reviews tab
Click the + Create Review button
Capture your Client, Scenario Name, Document Type and Date, and click Next
💡Note: Select the main client only IF you wish to include related entities.
When selecting Review SOA/ROA:
Only when a published Statement/Record of Advice plan exists for the client will the Previous Advice Document field have data to be selected.
4. Select Who the Advice is for and whether to Include Related Entities, and click Next:
5. Select which Review Areas to include, whether to include Investment Review Reports (Xplan IPS) and/or Cashflow modelling, and click Next:
6. IF an Xplan site was selected for Investment Review Report and/or Cashflow modelling, the following window will reflect the workspace review settings, which can be adjusted per review, as well as allow the selection of Cashflow modelling scenario, tick which are to be imported and click Next:
7. Click to View Plan:
