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 exiting plan:
Within the Plan Authoring, click on the vertical ellipse icon "⋮"
Select to import either Insurance Research/Cashflow Modelling/Investment Research
How to view your imported scenarios:
Upon import, you'll receive a notification in the bell icon 🔔. The notification is interactive, clicking on the scenario name will redirect you to the plan.
IF successful
Within the plan the scenarios will be ticked and green:
Clicking on the Research chevron
In the Insurance tab, the Risk Researcher scenario(s) will be listed
In the Investment tab, the Wealthsolver scenario(s) will be listed
In the Modelling chevron, the Xtools+ scenario(s) will be listed
