Advice Designer

How to import Advice Tools into your plan

Plan Authoring: Import a Risk Researcher, Wealthsolver or Xtools+ Scenario

How Wealthsolver is accommodated within Advice Designer

How to add projection tables and chart in the document, appendix and presentation

How to link supporting documents to your plan and presentation

How to Link an Fact Sheet to your Strategy for Presentation purposes

How to Link an Educational Video to your Strategy for Presentation purposes

A list of fields that can be templated as a User, Workspace, Licensee and Organisation level

How to view supporting documents in the presentation

How to add an Advice Outline to the plan and presentation

How to export your plan documents to Xplan

How to change the Authority to Proceed wording

Create, Author, Present and Publish Plans

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you