Using the Risk Researcher and WealthSolver integration

👤 Who

This guide is for users who want to merge their XPLAN product recommendations into their iff advice document.

ℹ️ What do you need

This guide assumes you have an XPLAN login with a Wealthsolver and/or Risk Researcher license and have completed the current position and advice sections within iff.

ℹ️ How

Depending on your template configuration, we are able to pull through your WealthSolver and Risk Researcher recommendations into your document. 

❗Our standard SOA template is coded to pull through Wealthsolver and Risk Researcher scenarios by default unless a ProductRex or Omnium scenario is retrieved from within iff.

To merge your XPLAN product recommendations, follow the below steps:

1. Generate your advice document within iff and login to Xplan. 
2. Once logged in to Xplan, navigate to Merge Report (may be labelled differently on your Xplan site) and select Upload Template.
3. Select the advice document generated from iff and upload, when ready navigate to variables to select the relevant Wealthsolver and Risk Researcher scenarios then hit Execute. You can access your merged document via the notification bell. See the example shown in the video below, note there is no sound in this one.