WealthSolver - Knowledge Base
Knowledge Base Overview
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.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
News
The News page provides a historic timeline of plans that have been added or updated within the WealthSolver research database. News will also include announcements on upcoming enhancements to WealthSolver and other general news items related to the superannuation industry.
PDS Library
The PDS documents have been provided for each superannuation, pension and investment plan and available to download.
- To access the documents, you can Search for your desired plan
- Once you have found your desired plan, click the Expand icon to view the list of documents for this fund
- Select the
icon to download that document and select Open
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