Wealthsolver
Xplan WealthSolver is a widely used software platform that provides financial advisers with an efficient and compliant way to deliver retirement and investment planning advice to their clients. The platform is designed to help advisers compare and evaluate different investment options, retirement strategies, and financial products in a comprehensive and user-friendly way.
One of the key features of Xplan WealthSolver is its comparison tools. These tools allow advisers to compare different investment options, such as managed funds, shares, and exchange-traded funds, to determine which options are best suited to their clients’ needs and objectives. The platform also includes comprehensive retirement planning tools, which help advisers to develop retirement income strategies that take into account a wide range of factors, such as age, retirement goals, and risk tolerance.
Xplan WealthSolver is an essential tool for financial advisers in Australia, providing them with the means to deliver high-quality and compliant retirement and investment planning advice to their clients. By leveraging the platform’s comprehensive comparison and planning tools, advisers can develop investment and retirement strategies that are tailored to their clients’ specific needs and objectives, helping them to achieve their financial goals with confidence.
Refer to the video in this lesson on how to use Wealthsolver in Xplan:
Follow this link to download the AMP Participant Guide as a reference.