Establishing model portfolios on XPLAN will only enhance the efficiency of your client reviews. In the following video, an existing portfolio is rebalanced using WealthSolver which can readily utilise established models.
This is a very good video, but once you are in Wealth Solver how do you add the client's current situation without doing a manual entry. I would have thought this could be pulled through?
Existing holdings do 'pull' through from IPS and will always be displayed in the client's 'Current Situation' as per the screen-shot below.
If you are not experiencing this outcome I'd suggest you contact the Help Desk to have someone assist.
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