How can I use the Model Portfolios (Target Sets) that I have previously set up for use in IPS in the WealthSolver module?

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'.

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