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Term When updating the term, click Update Results Filter Results by Provider Ex-Ante only Research is based on selecting a single product. Filter Results by Product Ex-Ante only Research is based on selecting a single product. ...
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The Basis of Illustration> Results tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details Investment Amounts Contributions & Withdrawals Custody Details Adviser Fees Pro...
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Add switching information through the Switches/Trades tab. The Set Trades + button will become available once information is complete. Set Trades + to apply to the Results: The button will be greyed out once applied. The button w...
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When you are ready to select the Platform or Off Platform product, select the + next to the product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See article Ex- Ante - Basis...
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Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to change t...
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To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that the cli...
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This article is a continuation of Central Investment Proposition - Creating Segments After creating the segment, On platform products will be the first screen to complete. Click on the On platform product you would like to add to the segment: ...
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Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Final Value (...
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Within the Report area, you will find a Report on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the screen: ...