Asset Classes and Risk Profiles can be configured within Advice Designer; however, they must replicate the connected Xplan site's version.
Asset Classes can be set at the Licensee level, which applies to all associated Workspaces; alternatively, if permitted, they can be set at the Workspace level.
š”Note: Only Org/Licensee/Workspace Admin can update Workspace Risk Profiles.
How to manage Asset Classes within your Licensee/Workspace
Click on your Avatar
Select Your Profile from the drop-down menu.
Select the Licensee/Workspaces tab
View the Licensee/Workspace that you wish to edit Asset Classes for
Select the Asset Classes tab
Replicate your Asset Classes as per Xplan
āEnsure you tick the box for additional asset classes used
Click Save Changes
How to manage Risk Profiles within your Licensee/Workspace
Click on your Avatar
Select Your Profile from the drop-down menu.
Select the Licensee/Workspaces tab
View the Licensee/Workspace that you wish to edit Risk Profiles for
Select the Risk Profile tab
Replicate your Risk Profile allocations as per Xplan
The Profile Name * field needs to exactly match the Risk Profile names used in your Xplan site.
The Profile Description * field does not need to replicate what's set in Xplan.