Whilst making your recommendations you should avoid using the Implement options.

The “implement to client focus” option will implement the changes to the existing platforms in client focus.

The “implement to client focus and IPS” option implements the changes to the existing funds in client focus and in IPS.

Once the client has accepted the recommendations, navigating back to this page and selecting ‘Implement’ can be a quick way to update the client’s super details and ensure all relevant WealthSolver information is also brought over.

Ensure you only select Implement to Client Focus” if the super funds investments are going to be added to IPS via datafeeds, otherwise the investments will double up.