Overview

As a best practice, you should always save any research you have completed for the client in CWT. In this guide, we will be going through how you can save your research from Risk Researcher and Wealthsolver to Filing, this will minimise time taken to maintain files electronically and will provide a uniform Best Practice approach across practices. 

Risk Researcher

Complete the comparison scenario like you normally would by entering the client’s existing insurance policies and adding the client’s cover requirement in the Details screen.

Selecting the research reports

In the Premium Estimate screen, select the comparing products using the tick boxes on the left to the risk provider logo.

Once you have selected the comparing products, click on Action > select the report(s) that you would like to generate.

Saving the research reports

In the Recommendations screen, click on Action > Scenario Report

Select the tick boxes for the reports which you would like to save to client filing, click Save To Note. A confirmation will be prompted when the report has been successfully saved to filing.

WealthSolver

In Wealthsolver, there is currently no options for users to automatically save the reports to Filing.  You should still generate the reports and them to Filing manually.

Complete the comparison scenario like you normally would by entering the client’s existing superannuation, pension and investments in Current Situations and adding the Proposals in the Details screen.

Selecting the research reports

In the Compare screen, click on Action > Quick merge > select the report(s) that you would like to generate.

A good one to use is the Wealthsolver Scenario Compare Proposal which contains side by side comparison tables with all the fees, asset allocation breakdown, performance etc.

Saving the research reports

Download the report when you get notified via the envelop icon and save the output to your preferred location as Word document i.e. save it to your local drive.

Filing

The research reports from Risk Researcher are automatically saved in Filing, check the file to ensure it has the correct Type and Subtype selected. Update the Type and Subtype to match if necessary.

For research reports from WealthSolver, you will now manually add them in Filing, click on Add > Attachment tab > Upload File > navigate to the location where the research report was saved >

Ensure in the Summary tab you are saving that you have the correct Type and Subtype correctly selected and enter the Subject bore you save out from the file note.