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BrentMuller's avatar
BrentMuller
Icon for Iress Team rankIress Team
3 months ago

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...
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primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team

A question I have heard recently was around how do you best incorporate Xplan's fully interactive risk insurance comparator system in an advice process?  BrentMuller 

BrentMuller's avatar
BrentMuller
Icon for Iress Team rankIress Team
3 months ago

Hi primrose.foster ,

Thanks for your question.

Each of the the Risk Researcher screens are able to be embedded within a site's advice wizard.

Please refer to our Iress Learning Centre for a micro-learn on adding wizards.

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