When creating your Advice Document and Presentation, Advice Designer's Xplan integration accommodates the import of multiple scenarios from Risk Researcher, Wealthsolver and Xtools+.
💡Note: The Xplan login used to connect with Advice Designer has to have access to the Advice Tool scenarios within Xplan to be able to import them.
You'll be able to either import your Advice Tools at the start of creating the plan or during the plan authoring.
How to import when creating a plan:
In step 3 of the plan creation, tick the box to the right of either Investment & Retirement/Personal Insurance/Cashflow Modelling
Select either Import Later/(Whichever Xplan site holds the scenarios) and click Next
IF an Xplan site was selected
Select the scenarios to be included by ticking the box
How to import within existing plan:
Within the Plan Authoring, click on the vertical ellipse icon "⋮"
Select to import Investment Research
Select the Xplan site to import from and click Next
You will be notified when the scenario has been imported
💡Note: Notifications are interactive - clicking on the notification will redirect you to the plan where the scenario has been imported.
How to view your imported scenarios:
Upon import, you'll receive a notification in the bell icon 🔔.
Within the plan the scenarios will be ticked and green:
Click on the Research chevron
For Risk Researcher, click on the Insurance tab:
For WealthSolver, click on the Investment tab:
Click on the Modelling chevron for Xtools+
