Please note: You will require the IPS license in order to see the Target Sets in WealthSolver.


In the 'Add Investments' page of your WealthSolver Proposal, you can choose to use any Model Portfolios (Target Sets) that you have already set up for use in IPS.

In the 'Add Investment' dropdown menu, select 'Portfolio - Target Set'.

Portfolio Target Sets


The Target Sets menu will list all Target Sets you have set up previously for IPS and can be used in your WealthSolver proposal.

Target Sets