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katrina.yung
Iress Team
Iress TeamAMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
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We currently don't use WealthSolver for modelling existing portfolio changes and use IPS for this, however when looking into if we were to do this in WealthSolver the interface doesn't appear to work well for modelling - i.e. you have to switch screens to see changes to the asset allocation. Is this something that can be worked on to better allow for modelling? Or is there a way to do this currently?
katrina.yungIress Team
Iress TeamAsset Allocation is shown per proposal at the moment. So it includes all client's asset. However, WealthSolver is currently working with the UI/UX team to enhance the advice journey experience, and hopefully it will make your journey more efficient.
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