This release introduces the Comparison and Ex-ante features for Pathways in addition to new functionality and improvements for Risk Explorer.
New Features
- Improved Risk Illustration journey
- Addition of the 1-5 risk categories
- Ability to manually set a client risk category
- Portfolio fund weighting to risk category solver
- Platform and product comparison
- Stochastic and deterministic modelling of chosen platforms and products
- Ex-ante Illustration
- Central Investment Proposition
- Special deals and discounts
