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marc.fraser-jones
Iress Team
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Would be good to know if we can input the returns into XPLAN for SMAs which will come through to the Wealthsolver comparison as well as advice documents.
- marc.fraser-jones
Hi ThomasChiu , past performance in WealthSolver is calculated based on underlying data including unit prices and distribution data. This means past performance is not a simple input. If users were able to input the returns, it will be inconsistent with other options' past performance methodology.
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