How can I use the Model Portfolios I've created in the WealthSolver module when modelling my proposals?

When you are using WealthSolver, in the Add Investments page, you can then choose to use the 'WealthSolver - Model Portfolio' and select which Model Portfolio you wish to apply to the plan.

Please note: you will only see the 'WealthSolver - Model Portfolio' option if you are modelling in a plan where a Model Portfolio has been created. For example, if you only have Model Portfolios created for OnePath and your client's proposal is for BT, you will not see the model portfolio option.