WealthSolver - Accessing WealthSolver: Home Menu
Accessing WealthSolver from the Home Menu Overview
In this section, you will learn how to access WealthSolver to carry out detailed plan research to assist making recommendations for your clients.
- Click on the ‘Home’ menu button to access the section ‘WealthSolver Functions’.
Quick Compare
Quick Compare is where you can compare the features, costs, investments and insurance of various plans side by side. Plans selected here will automatically carry across to the other comparison pages under this menu.
Further information on Quick Compare here
Knowledge Base
The purpose of this guide is to provide you with an overview of WealthSolver's Knowledge Base function. The Knowledge Base menu within WealthSolver provides you with easy access to reference material that may be of value during the recommendation process.
Further information on Knowledge Base here
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