Sneak Peek: WealthSolver 'Automatic Plan Review'

Document created by Michael Kinens Employee on Jan 19, 2016Last modified by Michael Kinens Employee on Jan 22, 2016
Version 3Show Document
  • View in full screen mode

Automatic Plan Review facilitates the efficient creation of superannuation rollover proposals utilising Model Portfolios and preferred superannuation products.

 

Users can access the Automatic Plan Review feature when selecting the Proposal Type (found in the Add Proposal dialogue) in WealthSolver.

2016-01-19 13_53_18-Program Manager.png

 

 

Automatic Plan Review will automatically create a New Plan tailored to the client's superannuation balance and age taking into consideration any plan features that may have been selected as a requirement.  Underlying assets are also implemented using Model Portfolios which are linked to the client's risk profile.

2016-01-19 15_20_02-WealthSolver_ Max Black _ Plan review _ Proposal 1 (Client) _ XPLAN powered by I.png

 

 

Attachments

    Outcomes