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This article is a continuation of Central Investment Proposition - Adding Off Platforms to a Segment To add Portfolios to a Segment within the Central Investment Proposition click into Portfolios Move one or more portfolios by clicking o...
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This article is a continuation of Central Investment Proposition - Adding Portfolios to a Segment To add Fund List/s to a Segment within the CIP, click into the Fund Lists tab: Move one or more Fund Lists by clicking on the list you woul...
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The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists to a Segment Add Adviser Fees to a segment within a Central Investment Proposition through the Adviser Fees tab: Fees can be entered using either a perc...
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This article is a continuation of Central Investment Proposition - Adding Adviser Fees to a Segment Assign Users to a Segment in a Central Investment Proposition by clicking into the Assign Users tab: Click on user to move them over to ...
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The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...
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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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Your browser does not support HTML5 video. ...
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Your browser does not support HTML5 video. How to import funds into a portfolio, Importing multiple portfolios and how to import and export funds in the Default Fund List. ...
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Your browser does not support HTML5 video. How to create a Model Portfolio in Portfolio Builder ...