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Streamlining bulk investment switches into target sets & ROA generation
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…
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No-one knows retirement like an adviser
Australia is entering a decisive phase in its retirement system. A perfect storm of demographic change, policy reform and rising cost pressures is forcing a fundamental rethink of financial advice. By 2034, almost a quarter of Australian adults will be entering the retirement phase, shifting the system’s centre of gravity…
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Wealth Solver - Super Contribution tabs
In WealthSolver, what is the recommended way to model additional super contribution advice, particularly where the contribution is funded from a client’s cash account? Should the contribution be entered as a rollover / transfer from cash to super, or should it be entered under Plan Review Options → Specified Contributions?…