Streamlining bulk investment switches into target sets & ROA generation

aish.karanjai.1

Hi everyone,

I'm currently looking for a process to streamline our investment switch process into our new target sets, specifically regarding the generation of the corresponding ROAs in bulk.

While I’ve been looking into custom Xmerge templates to streamline this, I'm hitting a few roadblocks with the exact data paths and looping syntax needed in Xmerge to cleanly iterate through multiple accounts/portfolios.

I’m keen to step back and see how other practices are solving this challenge end-to-end.

• How are you currently managing bulk switches or portfolio adjustments in Xplan without getting bogged down in manual document formatting?
• Are there native Advice Designer/WealthSolver features, standard templates, or alternative workarounds you've found most effective for keeping the advice process compliant yet efficient?

Would love to hear what workflows or approaches are working well for your teams. Thanks in advance!

courtney.youngblutt

Hi @aish.karanjai.1 , a similar query was recently raised across in the Community here: Bulk ROA.

From an Xplan perspective, the xmerge coding can change depending on if you are running your ROA against an individual client or if you want to run them across multiple clients in once or even if you want to use a bulk wizard to run your ROA across multiple clients.

For Xmerge help you can refer to the Xmerge Library in Community or raise an Xmerge Connect query, This website is also useful in helping with Xmerge: https://www.createsomething.com.au/blog/.

Lastly don't overlook your AI tool of choice - while Xmerge is a unique proprietary language, AI is great at decoding it for you!

I'm interested to hear how others are handling their ROA process too - inside or outside of Xplan.