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katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
2 months ago

AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!

Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of exp...
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tomm's avatar
tomm
Virtual Explorer

Hi again,

Is there a way you can refresh a live  WealthSolver scenario to reflect a clients change of assets or super fund balance data feed from Client Focus (manual updates) / IPS (auto market feeds) since the initial scenario was made? It seems there is no way to update a client's position without having to start a brand new WS scenario from scratch. If there was a button within the specific WS scenario to update a client's changes, that would be super helpful.

I know this session is all things WealthSolver but the same issue applies in Risk Researcher and can be far worse given how complex the Needs Analysis tool can be and the challenges having to rebuild that from scratch (a ditto tool in this regard per my earlier question would also be useful).

katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
2 months ago

WealthSolver has a refresh button via the cog in the top right hand side of current situation :

It will update the portfolio account balance from portfolio. 

  • tomm's avatar
    tomm
    Virtual Explorer
    2 months ago

    Hi Katrina, this is great to hear. Thank you for sharing. Does the same refresh button exist in Risk Researcher?

    Thanks again. 

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