WealthSolver Tips and Tricks - Centrepoint · August 2019 WealthSolver –Tips and Tricks. 2...

August 2019

WealthSolver – Tips and Tricks

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WealthSolver Tips and TricksAdvice Technology Team

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This presentation is given by a representative of Centrepoint Alliance Limited on behalf of Associated

Advisory Practices Pty Ltd, Alliance Wealth Pty Ltd AFSL 449221 and Professional Investment Services

Pty Ltd AFSL 234951. It is based on our understanding of current regulatory requirements and laws as at

the presentation date. As these laws are subject to change you should talk to a professional adviser for

the most up-to-date information. The information is for adviser use only. You should form your own opinion

and take your own legal, taxation and financial advice on the application of the information to your

business if applicable. Whilst all care has been taken in the preparation of this document (using sources

believed to be reliable and accurate), to the maximum extent permitted by law, no person including

Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies accepts

responsibility for any loss suffered by any person arising from reliance on this information.

This presentation cannot be used or copied in whole or part without our express written consent. This

presentation is for adviser training purposes only and must not be made available to any client.

Disclaimer

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Webinar Overview

AGENDA

Introduction

WealthSolver – Editing Plan Fees

WealthSolver – Modelling/ Contributions

WealthSolver – Deriving Plans/Custom Plans

WealthSolver – Multiple Entities Modelling

Demo of new features in Compass Advice Builder suite

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WealthSolver

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Editing Plan Fees

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1. Editing Current Plan Fees

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2. Editing Existing Transactional Fees

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3. Editing Existing Plan Fees

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Basic Modelling

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Basic Modelling

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Basic Modelling

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Deriving a Plan

• Derive a plan allows you to

‘Save As’ a platform

• It allows you to edit

• Plan Name

• SPIN

• Fund Type

• Details

• Product Options

• Product Fees

• Investment Details

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Custom Plan

• Custom Plan creates a brand

new plan from scratch

• It allows you to create

• Plans not found in the menu

• SMSF

• Bonds

• Cash Investment

• Others

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Multiple Entities Modelling

Multiple Entities Modelling

Available for:

• SMSF

• Trusts

• Companies

• Others

WALKTHROUGH

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Advice Builder Suite Enhancements

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Advice Document | Cover Page

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Full Advice Builder | Replacement of Product Heading

Previously named:

• Replacement of product

renamed to

• Investment replacement of product

Small change to align the naming convention

with the rest of the document.

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Summary of new Advice Builder features

Wizard Feature

All Applicable Advice Documents • Client Adviser Email to Display

Full Advice Builder

• Re edited subheading name ‘Investment

Replacement of Product’

• Executive Summary Mandatory on SoA

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Visit our Technology Solutions Hub for

guides and videos on all things AB9.

Useful information you’ll find on the website:

• Compass Resources

• Announcements (defects, enhancements)

• Compass Development Roadmap

Compass Resources

https://techsolutions.cpal.com.au/

Compass News

Visit our Compass News tab on the Dashboard:

• Announcements

• Site Issues

• Down Time

• Major Issues

• Enhancements

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E: compass.support@cpal.com.au

P: 1300 584 276

8:30am – 5pm AEDT

Compass Helpdesk Contact