1. The first page in the WealthSolver menu is the ‘Details’ page. The ‘Personal Details’ panel of this screen has fields that are pre-populated with information from your client’s Client Focus area of XPLAN;
   
   

5. To edit an existing plan, select the drop-down icon to the left of the plan name then select ‘Edit Existing Plan’;
   
   

   Once you have edited the plan details, click ‘Save’.  You will be returned to the ‘Details’ page.

6. To edit the fees for a plan, again select the drop-down icon to the left of the plan name again but this time select ‘Edit Plan Fees’. You will then be able to view or edit any fees by simply clicking the relevant checkbox and editing manually.
   
   

7. Once completed, click ‘Save’ to go back to the ‘Details’ page.

8. Other options available from the drop-down menu include the following:

   • View Plan Summary & PDS – Allows you to view a summary of the Plan and download the relevant PDS.

   • Remove Plan – This will remove the existing plan from the Current Situation panel.

1. Under the Proposals panel, click ‘Add Proposal’. You can select to add a proposal for Client, Partner or Joint.
   
   

2. When you select an individual proposal, i.e. Client or Partner, you will see the screen below that provides information on the strategies available to you. Click ‘Select’ on the proposal that applies and you will be taken to the recommendation screen.
   
   

   Note: Strategies not available are greyed out

3. From the recommendation screen, you can rename your proposal by clicking the dropdown arrow in the title bar and selecting ‘Rename Proposal’. If you do not select a proposal name it will default to Proposal 1, 2, 3 etc...
   
   

4. You will then be able to make your recommendation. Depending on the strategy to be recommended, you may need to select either the  button or make a selection using the ‘Recommendation’ menu, or both.
   
   For a Rollover from one fund to a new fund, you will need to do both.

   1. From the Recommendation menu select ‘Close/Roll balance out’ for any fund that need to be closed;
      
      

   2. To add the new recommended plan, select ‘Add Proposed Plan’ which will take you to a new plan selection screen.

5. You can select your plan in ‘Select Mode’ or alternatively, plans can be compared by selecting the ‘Compare mode’. Selecting the plans in this mode will create a short-list of plans that can be compared side by side.
   
   
   
   The list of plans can be refined through the use of the ‘Filter’ panel on the left side of the page.

6. When the list of plans has been filtered, click on ‘Select Super/Pension/Investment Plan’ for the recommended fund.
   
   
   
   Note: Some plans may not be open for new business, which is indicated by a red button underneath the plan's name

7. Once you have selected your plan, the investment option page will automatically open so the desired investment mix can be selected.
   
   
   
   Click the ‘Add Investment’ button on the right hand-side of the page;

8. Under the top panel Add Investment, use the first drop down menu to select the type of investment class you wish to search in
   
   

   The available investment options are:

   • Plan Investment Menu – Displays all funds in that Plan. Use the Search field

   • Listed Securities - Choose the applicable exchange. Use the Search field to search by code or description

   • Manual Fund Entry - Allows creation of a custom investment fund

   • Portfolio Target Set - Allows the use of any pre-existing model portfolio

9. To choose investments from the platform you have recommended, select ‘Plan Investment Menu’, then either select your investments by ticking the checkbox from the list available, or alternatively, you may type the fund name in the search bar
   
   
   
   To select the fund, use the tick box next to the investment. This will appear in the ‘Selected Investments’ panel.
   
   
10. The funds Asset Allocation and Performance can be viewed or compared here under the panel ‘Investment Comparison’;
    
    
    
    
11. Once all the funds have been selected, click.
    
    
12. You can now allocate the funds to the investment option either ‘By Percentage’ or ‘By $ Amount’. You can also select ‘Add to plan’ to auto allocate the funds to the one investment option.
    
    
    
    
13. You can view a summary of the investment option by clicking on the magnifying glass icon next to the fund name. This will display the fund’s Asset Allocation, Fees, and Past Performance, and also provide Research Reports (Lonsec/Morningstar).
    
    
    
    
14. You can input any future contributions in the ‘Contribution Amounts’ tab.
    
    
    
    
15. Some platforms offer family/group discounts. To ensure any fee discounts are applied, complete the ‘Aggregation’ tab.
    
    
    
    
16. Once all funds have been allocated and contributions have been added, select ‘Save’.
    
    
    
    
17. Asset Allocation, Performance History and Fee Comparisons can now be seen from the bottom of the rollover/consolidate page.
    
    
    
    
     
     
18. Once you have reviewed this information, click ‘Save’ to return to the Details page. You will see that the Proposals panel has now been updated to include the recommendations.
    
    
    
    
19. You can Rename, Delete or Copy the proposal by clicking on the configuration icon in the top right of the Proposals panel;
    
    
    
    
20. Select ‘Edit Plan Fees’ from the Action icon to edit any upfront or ongoing fees associated with the recommended fund.
    
    
    
    
21. To edit the fees, tick the box next to the fee you wish to amend. This will open the fee boxes and allow you to edit the fees with by % or $ amount.
    
    
    
    Once completed, click ‘Save’ to go back to the 'Details' page.
    
    
22. If you are recommending the replacement of any product, you will need to select ‘Replacement Advice’ from the Action icon.
    
    
    
    The Replacement Advice screen allows you to tick the product that is to replace the existing plan and select the Differences in Features.
    
    
23. Tick the box of the fund that will be replacing the existing fund under each plan that is to be replaced, then tick any features gained or lost in the ‘Differences in Features’ tab.
    
    
    

    Ticking these options will enable the replacement details to feed automatically into your Statement of Advice. Then click ‘Save’.

    Other options available from the Action menu are:

    • View Plan Summary & PDS – Allows you to view a summary of the Plan and download the relevant PDS; &

    • Remove Plan – This will remove the Proposal.

24. In order to model for a partner or joint investment, select the appropriate proposal from the ‘Add Proposal’ button.
    
    
    
    
25. When you select a proposal for a partner, you will go through the same process as for the client. When you select Joint, however, you will not see the initial recommendation selection screen, but rather will need to manually edit the proposals from the Proposals panel.
    
    This can be done by clicking the ‘Edit Proposal’ option from the Action icon or by clicking ‘Plan Review’ under Proposal Type.
    
    

Compare

The ‘Compare’ page provides you with the ability to compare your proposals against each other and also compare the proposals to the client’s current situation. The comparison includes Fees, Asset Allocations and Performance of the underlying Investment Options.