WealthSolver - Research
Research Overview
The purpose of this guide is to provide you with an overview of WealthSolver's Research function. Research is used to view the investment research data available within WealthSolver.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
View Plans
The View Plans page will list all researched Superannuation Plans and any Custom Plans you have created.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
Investment Data
The Investment Data page allows a search of all available investment options in super and summarises research for the selected investment
Investment Performance
The Investment Performance page allows you to find investments available in WealthSolver that perform at a specified rate of return. WealthSolver will list all investments that match the criteria you are looking for and allow a comparison table and chart of up to 10 investment options to be produced.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
Insurance Rates and Features
The Insurance Rates and Features page will run a quote on all available Insurances for the criteria selected. You are then able to view a comparison of the insurance features of selected Plans.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
Key Features
The Key Features allows you to find superannuation funds based on features. Plans selected here can be added to the Quick Compare > Features.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
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