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This article is a continuation of article - Illustrations - Edit Outcome - 'What If' Scenario The Sustainable Drawdown filter allows you to see the longevity of the investment, using the following information: Retirement Age Retirement Term (m...
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This article is a continuation of - Illustrations - Edit Outcome - Alternative Outcomes The 'What If' scenario allows you see how an alternative scenario compares against the illustration you've created. Select the 'What If' button within the 'C...
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Alternative Outcome is found within the Advanced Options tab of the Results screen. There are multiple alternative outcomes you can compare: Inflation No Fees 'What If' Scenario Sustainable Drawdown Solve Contributions Selecting one of the ...
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Here you can change details of your illustration scenario for e.g. Investment details & Portfolio. Please note: Changing anything in the Advanced Options tab> Illustration Settings will change your scenario. Use the ‘What If’ area to work through a...
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The Suitability tab includes a Suitability Statement & an Efficient Frontier graph: The Suitability Statement includes the minimum appropriate term for the investment horizon, term & risk category: The Efficient Frontier shows how the portfo...
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Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would like to add MiFiD compliance supporting notes, add them here: For further infor...
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The Results + Costs & Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include Costs & Inflation: ...
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The Results + Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include Inflation: ...
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The Results + Costs button will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include costs: ...
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This article is a continuation of article Illustrations - Pathway Selection In the Charges & Fees screen, you can either enter specific charges or use a total solution cost. If using specific charges, click enable and enter the charge informatio...