Hosted Solution Implementation - Adding Risk Profiles

Hosted Solution Implementation - Adding Risk Profiles

Adding Risk Profiles Overview 

If the adviser is part of an existing dealer group on our site, we can associate one set for all advisers in the group.

  • To start, head to XPLAN > Administration Functions > Assumptions  

  • Existing Assumption Sets will appear. 
  • If the adviser's dealer group exists, go here:



  • If the adviser's dealer group doesn't exist yet, or they are self-licensed, click the Add button on the page
  • Enter in the practice name and hit Save



  • Now head to Risk Profiles > Risk Profiles to begin editing the targets and ranges
  • First you need to select our new assumption set:



  • Now click the Edit button and copy in the targets and ranges as per what has been collected
  • The targets will need to add up to 100%, otherwise you'll be unable to save.
  • Make sure you use the correct naming of each risk profile
  • Now you're done!

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