In this WealthSolver guide, our client solutions experts take you on a deep dive into your platform setup. Inside, you will discover how to master:
- Back-end calibration: Configure your Approved Product Lists (APLs) and model portfolios to eliminate manual entry and ensure firm-wide consistency.
- Research Hub: Leverage the centralised Research Hub to instantly compare features, true costs, and historical performance across more than 1,000 products.
- Scenario secrets: Uncover hidden workflow efficiencies, master Xmerge syntax, and bulletproof your advice with one-click compliance and Target Market Determination (TMD) checks.
- Retirement Income: Confidently navigate the decumulation phase using stochastic modelling to visually demonstrate how you are protecting clients against sequence of returns and longevity risks.
Ready to calibrate your research, automate your compliance, and deliver compelling advice that gives your clients ultimate peace of mind?
Download the WealthSolver guide today
