How to Import IPS Portfolio Recommendations into WealthSolver

This option is only available if modelling has been completed in the IPS section of XPLAN. If not please see articles How do I complete an Investment Switch in IPS? or How to apply a model portfolio to an account in IPS

Once the modelling in IPS has been completed, when in the Add Investments page of your WealthSolver modelling:

  • Change the dropdown to Portfolios - Investment Recommendations
  • Tick the first box to select the proposed investments
  • Click Add Investments  to apply the change in WealthSolver

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