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

Troubleshooting

Go to Advice Designer

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