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'Client Focused' research is where you enter the client details and (depending on the type of product) details of the policy benefits/contributions. 'Product Focused' research is where you simply skip this information, in order to carry out general ...
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The cumulative graph shows the performance of a £1,000 lump sum investment over the chosen time period. (If you want to graph a value other than £1,000, use the portfolio value graph instead.) You can change the time period, and choose to includ...
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Quick Report templates open in your web browser, as illustrated by the first screenshot. You can then simply print the report, or use the link in the menu bar to save it in PDF form. The system’s standard Quick Report template consists of...
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Report Manager Suitability report templates create documents which are downloaded for editing on your computer, in Microsoft Word or similar software. They have two advantages over Quick Reports: You have access to full word-processing function...
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You can generate a factsheet for a single fund by clicking on its name in the grid. You can create a graph for the fund by right-clicking over the name and choosing Graph from the pop-up menu (or by opening the fund factsheet, and then choosing th...
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The portfolio value graph can be used for a projection of two things: either the performance of a hypothetical portfolio starting n years ago, or the historical performance of a current portfolio given its current holdings. You specify the am...
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The menu bar on the software’s home page provides access to a number of other tools within the software. Each of these is described in a separate section below. The tools which are listed depend not only on which modules of the software your firm h...
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As described above, we recommend that presets are initially created in personal mode, so that they only apply to you. You then distribute the presets across your firm once you have finished editing them. You can do this by clicking on the Change p...
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The Past Performance ( PP) tab shows the same list of sectors as the Sectors tab. Note - the sector classification shown on the PP tab will follow the sector classification choice made on the Sectors tab. If no sector classification choice ha...
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The data grid provides quick access to factsheets about companies and individual contracts: Click on a company name in the grid for a company factsheet. Click on a contract name for a contract factsheet. In addition, you can right-click on the ...