Did you know you can configure the star ratings in WealthSolver to reflect the specific product features your practice values most?
Why?
By default, the research data in WealthSolver is strictly factual and impartial. It doesn't offer a subjective opinion on the quality of a platform or fund. However, many site admins don't realise they can essentially "teach" the system what a 5-star product looks like based on their own internal research or licensee standards.Β
Instead of a generic rating, the stars on your research reports can represent how well a plan matches your specific requirements for things like pension availability, estate planning options, or investment rules.
How?
If you have System Settings access, you can define the criteria:
- Navigate to Admin > System settings.
- In the side menu, go to WealthSolver > Feature rating.
- Select the plan type you want to configure (Super, Pension, or Investment Platform).
- Tick the boxes for the features that should contribute to the rating. For example, you might decide that "Is the plan Open for New Business" and "Payment facilities available" are mandatory for a high rating.
- Choose where you want these stars to show up: on-screen only, in reports, or you can turn them off entirely if they don't fit your process.
The system calculates the rating by looking at how many of your selected features a plan actually has. If a plan hits 100% of your chosen criteria, it gets 5 stars. If it only hits 80%, it drops to 4 stars.
π‘Pro Tip
WealthSolver calculates these ratings dynamically. If you change your selected features in System Settings today, the star ratings will update across the site immediately. This is a great way to keep your research aligned if your practice shifts its focus - for example, if you decide that specific insurance or reporting features are now a higher priority for your client base. It ensures that when an adviser looks at the "View Plans" screen, the visual cues they see are actually relevant to your practice's advice philosophy.
Does your practice use the star ratings as a quick visual guide, or do you prefer to leave them off and stick to the raw data?
