Advice Designer accommodates the import of WealthSolver scenario research data from any Xplan site.
Once imported, scenario data can be reviewed and included in your plan and merged into your Advice Document and Advice Presentation.
WealthSolver Proposal Types imported
Currently, only Plan Review, Like for Like and Rollover/Consolidate Plans Proposal types are accommodated for via the Xplan API integration.
View the imported Scenario
In the Plan Authoring, once a WealthSolver scenario has been imported. Any user, regardless of their Xplan licenses, can view the Scenario data.
Click on the vertical ellipse icon "⋮", inline with the scenario you wish to view.
Select View Scenario
💡Note: The Advice Tools (Risk Researcher, WealthSolver & Xtools+), once imported, are purely viewable and cannot be edited in Advice Designer.
View the Proposal specifics
Within the scenario:
Click on the "+" icon to expand the recommended proposal
View the Proposed Product Details
Within the scenario:
Click on the vertical ellipse icon "⋮", in line with the recommended proposal
Select Client Product Details
Depending on the modelling
Select the client/entity
Within the Product Details of the Proposal, use the "+" icon to view the underlying holdings and asset allocation of the product recommendation.
View the recommended product's details: Research & Reports
Within the proposal:
Click on the vertical ellipse icon "⋮", in line with the recommended product
Click on Product Details
The pop-up window will contain the Product Details, including Research
💡Note: The PDS Date is populated within the Important Information section of the merged advice document.
4.Click on the Research tab
5. Click on the vertical ellipse icon "⋮", inline with the report you wish to download
6. Click Download
🥇TIP: Download your Product Research Reports to attach to the Support Documents section
View the current product fees
Within the product details:
Click on the vertical ellipse icon "⋮", in line with the current product held by the client/entity
Click on Current Fees
The pop-up window will contain the Current Fees
View the Proposed product fees
Within the product details:
Click on the vertical ellipse icon "⋮", in line with the current product held by the client/entity
Click on Proposed Fees
The pop-up window will contain the Proposed Fees
View individual investment details
Within the proposal:
Click on the vertical ellipse icon "⋮", in line with the underlying holding
Select Investment Details
The pop-up window will contain the Investment Details
View Replacement Advice
Within the scenario:
Click on the vertical ellipse icon "⋮", in line with the recommended proposal
Select Replacement Advice
The pop-up window will contain the Replacement Advice for the proposal
💡Note: Replacement Advice Recommendation is merged in the advice documents and not reflected in the Plan Presentation
View Replacement of Product Research
Within the Research Chevron > Investment tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Replacement
Depending on the modelling
Select the relevant Proposal
The pop-up window will contain the Replacement Advice for the proposal
💡Note: Replacement Advice Research is merged in the advice documents and not reflected in the Plan Presentation
View Like for Like Research
Within the Research Chevron > Investment tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Like for Like
Depending on the modelling
Select the relevant Proposal
The pop-up window will contain the Like for Like
💡Note: Like for Like Research is merged in the advice documents and not reflected in the Plan Presentation
Refresh the imported Scenario
When data changes occur in a WealthSolver scenario, within Xplan, that has already been imported into Advice Designer, you can simply refresh the information in Advice Designer to update all research—no need to start over with a new import.
💡Note: To refresh a scenario within Advice Designer, a user will need to have access to WealthSolver in Xplan.
Click on the vertical ellipse icon "⋮" inline with the scenario you wish to refresh.
Click Refresh Scenario
Import an alternative/addition WealthSolver Scenario into an 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
Select the Scenario/s you wish to import and click Import
You will be notified when the scenario has been imported
🥇TIP: Notifications are interactive - clicking on the notification will redirect you to the plan where the scenario has been imported.
Remove a WealthSolver Scenario from the Plan & Presentation
When an imported Wealthsolver scenario is no longer relevant, it can simply be excluded from the advice document and plan presentation.
Within the Research Chevron
Within the Investment tab
Untick the Include in Plan box in line with the scenario you wish to exclude.
