Advice Designer

Can't add an Xplan integration?

Workspace invitation link not working?

User not visible on the adviser list?

Can't select Partner/Joint/Other Entity within plan

What to look for if none of the Wealthsolver/Risk Researcher recommendations reflect

Wealthsolver/Risk Researcher not included in your Presentation/Document

Wealthsolver research not included in your Presentation/Document

Import Fail: due to Fact Find, Super Fund Trustees

Import Fail: due to Fact Find, Addresses

Plan Presentation: Fees & Costs - Wrapped Text?

When no scenarios are listed to be imported

Plan Authoring: No Scenarios found

Xtools Charts: Presentation vs Advice Document

Plan Authoring: Xtools+ Modelling Preference = No Data

Understanding how the Compare Chart have been constructed

Xtools+ Compare Charts: Technical Aspects

Xtools+ Compare Charts: Missing Scenario/Charts

Xtools+ Compare Charts: Null/Zero Values

Xtools+ Compare Charts: Discrepancy between Projections/Charts and Compare Charts

Scope of Advice pages do not load correctly when working across multiple workspaces in separate browser sessions

Plan Authoring: Scope of Advice Fails to Load

Scenario fails to import, or no proposal data is reflected within Advice Designer, and nothing merges in the generated advice document

Wealthsolver Scenario Failed to Import/ Proposal = No Data

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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